AWMS
IVR icon

Advocacy Wealth Management Services’s Invesco Mortgage Capital IVR Stock Holding History

Advocacy Wealth Management Services’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
2016
Q2 		– Sell
-30
Closed -$4K – 424
2016
Q1 		$4K Hold
30
– – ﹤0.01% 429
2015
Q4 		$4K Buy
+30
New +$3.82K ﹤0.01% 443
2013
Q3 		$35K Hold
230
– – 0.1% 129
2013
Q2 		$38K Buy
+230
New +$45.4K 0.15% 100

Other funds holding IVR

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advocacy Wealth Management Services's IVR Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Invesco Mortgage Capital (IVR) in Q2 2016, closing a stake of 30 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in IVR in Q2 2013 and held it in 4 quarters. The position peaked at $38K in Q2 2013. 178 funds tracked by Wall St. Rank hold IVR as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Invesco Mortgage Capital position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 30 Invesco Mortgage Capital shares in Q2 2016, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Invesco Mortgage Capital in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Invesco Mortgage Capital position peaked at $38K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.