Washington Capital Management’s Invesco IVZ Stock Holding History

Washington Capital Management’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,000	Closed	-$365K	–	104
2017 Q4	$365K	Hold	10,000	–	–	0.37%	81
2017 Q3	$350K	Sell	10,000 -4,800	-32%	-$164K	0.37%	80
2017 Q2	$521K	Hold	14,800	–	–	0.59%	41
2017 Q1	$453K	Hold	14,800	–	–	0.53%	53
2016 Q4	$449K	Hold	14,800	–	–	0.55%	48
2016 Q3	$463K	Hold	14,800	–	–	0.64%	44
2016 Q2	$378K	Buy	+14,800	New	+$439K	0.54%	66

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Washington Capital Management's IVZ Position: Q1 2018 in Review

Washington Capital Management sold out of Invesco (IVZ) in Q1 2018, closing a stake of 10,000 shares — an estimated $365K sold.

Washington Capital Management first reported a position in IVZ in Q2 2016 and held it in 7 quarters. The position peaked at $521K in Q2 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

Washington Capital Management reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
Washington Capital Management sold 10,000 Invesco shares in Q1 2018, an estimated $365K.
Washington Capital Management first reported a position in Invesco in Q2 2016 and held it in 7 quarters.
Washington Capital Management's Invesco position peaked at $521K in Q2 2017.
589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Washington Capital Management's 13F filing for Q1 2018, filed 8 May 2018.