WIP
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Wellesley Investment Partners’s Invesco IVZ Stock Holding History

Wellesley Investment 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
2018
Q1 		– Sell
-25,696
Closed -$938K – 132
2017
Q4 		$938K Buy
25,696
+1,897
+8% +$68.6K 0.36% 54
2017
Q3 		$833K Sell
23,799
-1,984
-8% -$67.8K 0.34% 55
2017
Q2 		$907K Buy
25,783
+1,291
+5% +$42.1K 0.38% 53
2017
Q1 		$750K Buy
24,492
+1,584
+7% +$49.5K 0.33% 58
2016
Q4 		$695K Buy
22,908
+898
+4% +$27.6K 0.34% 55
2016
Q3 		$688K Buy
22,010
+2,054
+10% +$60.4K 0.36% 52
2016
Q2 		$509K Buy
19,956
+1,754
+10% +$52.1K 0.27% 58
2016
Q1 		$560K Buy
18,202
+2,201
+14% +$63.5K 0.34% 54
2015
Q4 		$535K Buy
+16,001
New +$524K 0.37% 50

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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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