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Westover Capital Advisors’s Invesco IVZ Stock Holding History

Westover Capital Advisors’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
2016
Q1 		– Sell
-35,295
Closed -$1.18M – 96
2015
Q4 		$1.18M Sell
35,295
-3,214
-8% -$105K 0.98% 35
2015
Q3 		$1.2M Buy
+38,509
New +$1.37M 1.04% 35

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westover Capital Advisors's IVZ Position: Q1 2016 in Review

Westover Capital Advisors sold out of Invesco (IVZ) in Q1 2016, closing a stake of 35,295 shares — an estimated $1.18M sold.

Westover Capital Advisors first reported a position in IVZ in Q3 2015 and held it in 2 quarters. The position peaked at $1.2M in Q3 2015. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2016.

  • Westover Capital Advisors reported no remaining Invesco position as of Q1 2016 after selling out during the quarter.
  • Westover Capital Advisors sold 35,295 Invesco shares in Q1 2016, an estimated $1.18M.
  • Westover Capital Advisors first reported a position in Invesco in Q3 2015 and held it in 2 quarters.
  • Westover Capital Advisors's Invesco position peaked at $1.2M in Q3 2015.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2016.

Based on Westover Capital Advisors's 13F filing for Q1 2016, filed 13 May 2016.