Nelson Capital Management, LLC Invesco Ltd. Transaction History

Nelson Capital Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 10, 2020	SELL	$15.35 - $18.43 $9,517 - $11,426	-620 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$15.2 - $20.97 $13,224 - $18,243	-870 Reduced 58.39%	620 $11,000
Q2 2019 Jul 25, 2019	SELL	$19.54 - $21.97 $13,209 - $14,851	-676 Reduced 31.21%	1,490 $30,000
Q1 2019 May 09, 2019	SELL	$16.43 - $20.24 $20,537 - $25,299	-1,250 Reduced 36.59%	2,166 $42,000
Q4 2018 Jan 30, 2019	SELL	$15.71 - $23.24 $3.09 Million - $4.57 Million	-196,856 Reduced 98.29%	3,416 $57,000
Q3 2018 Oct 09, 2018	BUY	$22.88 - $27.36 $140,597 - $168,127	6,145 Added 3.17%	200,272 $4.58 Million
Q2 2018 Jul 17, 2018	BUY	$26.51 - $31.78 $49,308 - $59,110	1,860 Added 0.97%	194,127 $5.16 Million
Q1 2018 Apr 20, 2018	BUY	$30.72 - $38.4 $43,868 - $54,835	1,428 Added 0.75%	192,267 $6.15 Million
Q4 2017 Jan 26, 2018	BUY	$34.47 - $37.67 $24,646 - $26,934	715 Added 0.38%	190,839 $6.97 Million
Q3 2017 Nov 02, 2017	SELL	$31.69 - $35.2 $29,313 - $32,560	-925 Reduced 0.48%	190,124 $6.66 Million
Q2 2017 Aug 11, 2017	BUY	N/A	191,049	191,049 $6.72 Million

532

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $7.62B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

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