Evercore Wealth Management, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 547 filers reported holding INVESCO LTD in Q1 2017. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2017$29,000
+3.6%
7900.0%0.00%0.0%
Q3 2017$28,0000.0%7900.0%0.00%0.0%
Q2 2017$28,000
+7.7%
790
-6.2%
0.00%0.0%
Q1 2017$26,000
-33.3%
842
-35.4%
0.00%
-50.0%
Q4 2016$39,000
-20.4%
1,303
-16.2%
0.00%0.0%
Q3 2016$49,000
+19.5%
1,555
-3.8%
0.00%0.0%
Q2 2016$41,000
-4.7%
1,616
+15.6%
0.00%0.0%
Q1 2016$43,000
-24.6%
1,398
-17.9%
0.00%
-33.3%
Q4 2015$57,000
+128.0%
1,703
+122.3%
0.00%
+200.0%
Q3 2015$25,000
-3.8%
766
+13.0%
0.00%0.0%
Q2 2015$26,000
-18.8%
678
-16.0%
0.00%0.0%
Q1 2015$32,0000.0%8070.0%0.00%
-50.0%
Q4 2014$32,0000.0%8070.0%0.00%0.0%
Q3 2014$32,000
+88.2%
807
+84.7%
0.00%
+100.0%
Q2 2014$17,000
-54.1%
437
-56.6%
0.00%
-50.0%
Q1 2014$37,000
+236.4%
1,008
+227.3%
0.00%
+100.0%
Q4 2013$11,000
-31.2%
308
-38.2%
0.00%0.0%
Q3 2013$16,000
+60.0%
498
+61.7%
0.00%0.0%
Q2 2013$10,0003080.00%
Other shareholders
INVESCO LTD shareholders Q1 2017
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders