Wolverine Asset Management’s Invesco IVZ Stock Holding History

Wolverine Asset Management’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
2020 Q2	–	Sell	-98,746	Closed	-$896K	–	1710
2020 Q1	$896K	Buy	98,746 +48,746	+97%	+$741K	0.02%	534
2019 Q4	$899K	Sell	50,000 -10,038	-17%	-$171K	0.02%	650
2019 Q3	$1.02M	Sell	60,038 -189,962	-76%	-$3.35M	0.02%	605
2019 Q2	$5.12M	Buy	+250,000	New	+$5.19M	0.1%	231
2018 Q4	–	Hold	0	–	–	–	1728
2018 Q3	–	Sell	-175,000	Closed	-$4.37M	–	1605
2018 Q2	$4.65M	Buy	+175,000	New	+$5.03M	0.11%	299
2017 Q4	–	Sell	-25,000	Closed	-$876K	–	1567
2017 Q3	$876K	Buy	25,000 +10,000	+67%	+$342K	0.02%	700
2017 Q2	$527K	Buy	+15,000	New	+$489K	0.01%	773
2017 Q1	–	Sell	-12,500	Closed	-$379K	–	1345
2016 Q4	$379K	Buy	+12,500	New	+$384K	0.01%	739
2014 Q2	–	Hold	0	–	–	–	2516
2014 Q1	–	Hold	0	–	–	–	2723

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return