AIM
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Anchor Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Anchor 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
Q2 		– Sell
-44
Closed -$6.78K – 711
2017
Q1 		$6.78K Hold
44
– – ﹤0.01% 600
2016
Q4 		$6.42K Hold
44
– – ﹤0.01% 583
2016
Q3 		$6.69K Buy
44
+1
+2% +$150 ﹤0.01% 559
2016
Q2 		$5.85K Buy
+43
New +$5.79K ﹤0.01% 566

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UBS Group
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State Street
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N
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Anchor Investment Management's IVR Position: Q2 2017 in Review

Anchor Investment Management sold out of Invesco Mortgage Capital (IVR) in Q2 2017, closing a stake of 44 shares — an estimated $6.78K sold.

Anchor Investment Management first reported a position in IVR in Q2 2016 and held it in 4 quarters. The position peaked at $6.78K in Q1 2017. 179 funds tracked by Wall St. Rank hold IVR as of Q2 2017.

  • Anchor Investment Management reported no remaining Invesco Mortgage Capital position as of Q2 2017 after selling out during the quarter.
  • Anchor Investment Management sold 44 Invesco Mortgage Capital shares in Q2 2017, an estimated $6.78K.
  • Anchor Investment Management first reported a position in Invesco Mortgage Capital in Q2 2016 and held it in 4 quarters.
  • Anchor Investment Management's Invesco Mortgage Capital position peaked at $6.78K in Q1 2017.
  • 179 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2017.

Based on Anchor Investment Management's 13F filing for Q2 2017, filed 3 Jan 2024.