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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return