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Acrospire Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Acrospire Investment Management’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-50
Closed -$8K – 719
2017
Q2 		$8K Sell
50
-130
-72% -$21K 0.01% 1858
2017
Q1 		$28K Sell
180
-290
-62% -$43.8K 0.02% 1400
2016
Q4 		$69K Buy
470
+20
+4% +$2.96K 0.03% 1185
2016
Q3 		$69K Sell
450
-350
-44% -$52.6K 0.05% 826
2016
Q2 		$110K Buy
800
+300
+60% +$40.4K 0.08% 368
2016
Q1 		$61K Buy
+500
New +$57.7K 0.04% 746

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N
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State Street
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Prudential Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Acrospire Investment Management's IVR Position: Q3 2017 in Review

Acrospire Investment Management sold out of Invesco Mortgage Capital (IVR) in Q3 2017, closing a stake of 50 shares — an estimated $8K sold.

Acrospire Investment Management first reported a position in IVR in Q1 2016 and held it in 6 quarters. The position peaked at $110K in Q2 2016. 191 funds tracked by Wall St. Rank hold IVR as of Q3 2017.

  • Acrospire Investment Management reported no remaining Invesco Mortgage Capital position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 50 Invesco Mortgage Capital shares in Q3 2017, an estimated $8K.
  • Acrospire Investment Management first reported a position in Invesco Mortgage Capital in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Invesco Mortgage Capital position peaked at $110K in Q2 2016.
  • 191 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.