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Advisors Preferred’s Invesco Mortgage Capital IVR Stock Holding History

Advisors Preferred’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
2019
Q1 		– Sell
-7,113
Closed -$1.03M – 216
2018
Q4 		$1.03M Buy
7,113
+2,943
+71% +$445K 1.25% 23
2018
Q3 		$660K Buy
+4,170
New +$674K 0.3% 43

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Preferred's IVR Position: Q1 2019 in Review

Advisors Preferred sold out of Invesco Mortgage Capital (IVR) in Q1 2019, closing a stake of 7,113 shares — an estimated $1.03M sold.

Advisors Preferred first reported a position in IVR in Q3 2018 and held it in 2 quarters. The position peaked at $1.03M in Q4 2018. 233 funds tracked by Wall St. Rank hold IVR as of Q1 2019.

  • Advisors Preferred reported no remaining Invesco Mortgage Capital position as of Q1 2019 after selling out during the quarter.
  • Advisors Preferred sold 7,113 Invesco Mortgage Capital shares in Q1 2019, an estimated $1.03M.
  • Advisors Preferred first reported a position in Invesco Mortgage Capital in Q3 2018 and held it in 2 quarters.
  • Advisors Preferred's Invesco Mortgage Capital position peaked at $1.03M in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2019.

Based on Advisors Preferred's 13F filing for Q1 2019, filed 3 May 2019.