AFP
IVR icon

Ausdal Financial Partners’s Invesco Mortgage Capital IVR Stock Holding History

Ausdal Financial Partners’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
Q1 		– Sell
-214
Closed -$26K – 626
2015
Q4 		$26K Buy
+214
New +$27.2K 0.01% 646

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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ausdal Financial Partners's IVR Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Invesco Mortgage Capital (IVR) in Q1 2016, closing a stake of 214 shares — an estimated $26K sold.

Ausdal Financial Partners first reported a position in IVR in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 165 funds tracked by Wall St. Rank hold IVR as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Invesco Mortgage Capital position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 214 Invesco Mortgage Capital shares in Q1 2016, an estimated $26K.
  • Ausdal Financial Partners first reported a position in Invesco Mortgage Capital in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco Mortgage Capital position peaked at $26K in Q4 2015.
  • 165 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.