WA
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WealthTrust-Arizona’s Invesco IVZ Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-263
Closed -$8K – 687
2018
Q1 		$8K Hold
263
– – ﹤0.01% 431
2017
Q4 		$10K Hold
263
– – ﹤0.01% 396
2017
Q3 		$9K Hold
263
– – ﹤0.01% 416
2017
Q2 		$9K Buy
263
+63
+32% +$2.05K ﹤0.01% 402
2017
Q1 		$6K Hold
200
– – ﹤0.01% 456
2016
Q4 		$6K Hold
200
– – ﹤0.01% 452
2016
Q3 		$6K Hold
200
– – ﹤0.01% 453
2016
Q2 		$5K Hold
200
– – ﹤0.01% 463
2016
Q1 		$6K Hold
200
– – ﹤0.01% 428
2015
Q4 		$7K Sell
200
-1,705
-90% -$55.8K ﹤0.01% 430
2015
Q3 		$59K Hold
1,905
– – 0.04% 131
2015
Q2 		$71K Hold
1,905
– – 0.04% 127
2015
Q1 		$76K Sell
1,905
-1,593
-46% -$62.2K 0.05% 118
2014
Q4 		$138K Sell
3,498
-681
-16% -$26.8K 0.12% 73
2014
Q3 		$165K Sell
4,179
-141
-3% -$5.54K 0.18% 67
2014
Q2 		$163K Buy
4,320
+1,018
+31% +$36.8K 0.17% 68
2014
Q1 		$122K Buy
3,302
+835
+34% +$28.9K 0.14% 83
2013
Q4 		$90K Buy
2,467
+2,218
+891% +$75.2K 0.1% 101
2013
Q3 		$8K Hold
249
– – 0.01% 413
2013
Q2 		$8K Buy
+249
New +$7.96K 0.01% 382

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return