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Winslow Evans & Crocker’s Invesco IVZ Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-206
Closed -$4K – 1248
2019
Q1 		$4K Buy
+206
New +$3.85K ﹤0.01% 1018
2015
Q4 		– Sell
-250
Closed -$7.81K – 1381
2015
Q3 		$7.81K Hold
250
– – ﹤0.01% 939
2015
Q2 		$9.37K Hold
250
– – ﹤0.01% 944
2015
Q1 		$9.92K Hold
250
– – ﹤0.01% 881
2014
Q4 		$9.88K Buy
+250
New +$9.85K ﹤0.01% 886
2014
Q3 		– Sell
-64
Closed -$2.42K – 1412
2014
Q2 		$2.42K Hold
64
– – ﹤0.01% 1171
2014
Q1 		$2.37K Hold
64
– – ﹤0.01% 1146
2013
Q4 		$2K Buy
+64
New +$2.17K ﹤0.01% 1286

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Winslow Evans & Crocker's IVZ Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Invesco (IVZ) in Q2 2019, closing a stake of 206 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in IVZ in Q4 2013 and held it in 8 quarters. The position peaked at $9.92K in Q1 2015. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 206 Invesco shares in Q2 2019, an estimated $4K.
  • Winslow Evans & Crocker first reported a position in Invesco in Q4 2013 and held it in 8 quarters.
  • Winslow Evans & Crocker's Invesco position peaked at $9.92K in Q1 2015.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.