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Ameritas Investment Company’s Invesco Mortgage Capital IVR Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-14
Closed -$569 – 1395
2021
Q1 		$569 Buy
+14
New +$528 ﹤0.01% 2156
2020
Q2 		– Sell
-14
Closed – – 968
2020
Q1 		$0 Buy
+14
New +$2.06K ﹤0.01% 1796
2019
Q4 		– Sell
-77
Closed -$12K – 1170
2019
Q3 		$12K Buy
+77
New +$12.2K ﹤0.01% 1074
2019
Q1 		– Sell
-451
Closed -$65K – 1412
2018
Q4 		$65K Buy
+451
New +$68.2K 0.01% 520

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Geode Capital Management
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Susquehanna International Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's IVR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco Mortgage Capital (IVR) in Q2 2021, closing a stake of 14 shares — an estimated $569 sold.

Ameritas Investment Company first reported a position in IVR in Q4 2018 and held it in 4 quarters. The position peaked at $65K in Q4 2018. 202 funds tracked by Wall St. Rank hold IVR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Invesco Mortgage Capital position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 14 Invesco Mortgage Capital shares in Q2 2021, an estimated $569.
  • Ameritas Investment Company first reported a position in Invesco Mortgage Capital in Q4 2018 and held it in 4 quarters.
  • Ameritas Investment Company's Invesco Mortgage Capital position peaked at $65K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.