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AMP Capital Investors’s Invesco Mortgage Capital IVR Stock Holding History

AMP Capital Investors’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
Q4 		– Sell
-4,620
Closed -$791K – 1207
2017
Q3 		$791K Hold
4,620
– – ﹤0.01% 928
2017
Q2 		$773K Buy
4,620
+3,360
+267% +$544K ﹤0.01% 904
2017
Q1 		$194K Sell
1,260
-650
-34% -$98.2K ﹤0.01% 1135
2016
Q4 		$283K Buy
+1,910
New +$283K ﹤0.01% 1080
2016
Q1 		– Sell
-3,890
Closed -$483K – 1210
2015
Q4 		$483K Buy
+3,890
New +$495K ﹤0.01% 987

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AMP Capital Investors's IVR Position: Q4 2017 in Review

AMP Capital Investors sold out of Invesco Mortgage Capital (IVR) in Q4 2017, closing a stake of 4,620 shares — an estimated $791K sold.

AMP Capital Investors first reported a position in IVR in Q4 2015 and held it in 5 quarters. The position peaked at $791K in Q3 2017. 212 funds tracked by Wall St. Rank hold IVR as of Q4 2017.

  • AMP Capital Investors reported no remaining Invesco Mortgage Capital position as of Q4 2017 after selling out during the quarter.
  • AMP Capital Investors sold 4,620 Invesco Mortgage Capital shares in Q4 2017, an estimated $791K.
  • AMP Capital Investors first reported a position in Invesco Mortgage Capital in Q4 2015 and held it in 5 quarters.
  • AMP Capital Investors's Invesco Mortgage Capital position peaked at $791K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2017.

Based on AMP Capital Investors's 13F filing for Q4 2017, filed 14 Feb 2018.