Wealthfront’s Invesco IVZ Stock Holding History

Wealthfront’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 Q3	$687K	Buy	+30,033	New	+$751K	0.01%	332
2018 Q2	–	Sell	-6,690	Closed	-$214K	–	513
2018 Q1	$214K	Sell	6,690 -1,523	-19%	-$52.5K	﹤0.01%	485
2017 Q4	$300K	Buy	8,213 +533	+7%	+$19.3K	﹤0.01%	429
2017 Q3	$269K	Sell	7,680 -791	-9%	-$27K	﹤0.01%	442
2017 Q2	$298K	Buy	+8,471	New	+$276K	﹤0.01%	383
2016 Q4	–	Sell	-6,499	Closed	-$203K	–	392
2016 Q3	$203K	Buy	+6,499	New	+$191K	﹤0.01%	363
2015 Q4	–	Sell	-2,565	Closed	-$80K	–	661
2015 Q3	$80K	Sell	2,565 -3,397	-57%	-$121K	﹤0.01%	446
2015 Q2	$224K	Sell	5,962 -1,092	-15%	-$43.7K	0.01%	240
2015 Q1	$280K	Buy	7,054 +1,678	+31%	+$65.5K	0.01%	176
2014 Q4	$212K	Buy	5,376 +1,223	+29%	+$48.2K	0.01%	201
2014 Q3	$164K	Buy	4,153 +887	+27%	+$34.9K	0.01%	181
2014 Q2	$126K	Buy	3,266 +2,555	+359%	+$92.4K	0.01%	177
2014 Q1	$27K	Buy	+711	New	+$24.6K	﹤0.01%	383

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Wealthfront's IVZ Position: Q3 2018 in Review

Wealthfront opened a new position in Invesco (IVZ) in Q3 2018: 30,033 shares worth $687K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Wealthfront previously reported a position in IVZ as recently as Q1 2018.

Wealthfront first reported a position in IVZ in Q1 2014 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2018.

Wealthfront held 30,033 shares of Invesco worth $687K as of Q3 2018.
Invesco was a new Wealthfront position in Q3 2018.
Invesco made up 0.01% of Wealthfront's portfolio in Q3 2018, its #332 holding.
Wealthfront first reported a position in Invesco in Q1 2014 and has held it in 13 quarters since.
566 funds tracked by Wall St. Rank held Invesco as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.