WealthPLAN Partners’s Invesco IVZ Stock Holding History

WealthPLAN Partners’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
2015 Q4	$2.08K	Buy	+62	New	+$2.03K	﹤0.01%	1477

Other funds holding IVZ

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's IVZ Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Invesco (IVZ) in Q4 2015: 62 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings.

532 funds tracked by Wall St. Rank hold IVZ as of Q4 2015.

WealthPLAN Partners held 62 shares of Invesco worth $2.08K as of Q4 2015.
Invesco was a new WealthPLAN Partners position in Q4 2015.
Invesco made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1477 holding.
532 funds tracked by Wall St. Rank held Invesco as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.