WA
IVZ icon

WFG Advisors’s Invesco IVZ Stock Holding History

WFG 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
2017
Q2 		$63K Sell
1,804
-702
-28% -$22.9K 0.01% 644
2017
Q1 		$77K Sell
2,506
-295
-11% -$9.22K 0.02% 557
2016
Q4 		$85K Sell
2,801
-350
-11% -$10.8K 0.02% 574
2016
Q3 		$99K Sell
3,151
-71
-2% -$2.09K 0.02% 522
2016
Q2 		$82K Buy
3,222
+153
+5% +$4.54K 0.02% 551
2016
Q1 		$94K Buy
3,069
+19
+0.6% +$548 0.03% 484
2015
Q4 		$102K Buy
3,050
+58
+2% +$1.9K 0.03% 467
2015
Q3 		$93K Buy
2,992
+16
+0.5% +$569 0.03% 477
2015
Q2 		$112K Buy
2,976
+332
+13% +$13.3K 0.03% 505
2015
Q1 		$105K Buy
2,644
+48
+2% +$1.88K 0.03% 516
2014
Q4 		$103K Buy
2,596
+2,409
+1,288% +$94.9K 0.02% 624
2014
Q3 		$7K Buy
187
+82
+78% +$3.23K ﹤0.01% 1582
2014
Q2 		$4K Sell
105
-500
-83% -$18.1K ﹤0.01% 1704
2014
Q1 		$22K Sell
605
-127
-17% -$4.4K ﹤0.01% 1214
2013
Q4 		$27K Hold
732
– – ﹤0.01% 1222
2013
Q3 		$23K Buy
732
+22
+3% +$702 ﹤0.01% 1220
2013
Q2 		$23K Buy
+710
New +$22.7K ﹤0.01% 1162

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's IVZ Position: Q2 2017 in Review

WFG Advisors reduced its Invesco (IVZ) stake by 28% in Q2 2017, selling an estimated $22.9K and leaving 1,804 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #644.

WFG Advisors first reported a position in IVZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $112K in Q2 2015. 565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

  • WFG Advisors held 1,804 shares of Invesco worth $63K as of Q2 2017.
  • WFG Advisors sold 702 Invesco shares in Q2 2017, an estimated $22.9K.
  • Invesco made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #644 holding.
  • WFG Advisors first reported a position in Invesco in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Invesco position peaked at $112K in Q2 2015.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.