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Aviance Capital Partners’s Invesco Mortgage Capital IVR Stock Holding History

Aviance Capital 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
2017
Q1 		– Sell
-1,202
Closed -$175K – 202
2016
Q4 		$175K Buy
+1,202
New +$178K 0.06% 201
2015
Q4 		– Sell
-1,040
Closed -$128K – 198
2015
Q3 		$128K Sell
1,040
-123
-11% -$17.1K 0.05% 177
2015
Q2 		$167K Sell
1,163
-5
-0.4% -$782 0.06% 194
2015
Q1 		$182K Buy
1,168
+71
+6% +$11.1K 0.07% 209
2014
Q4 		$170K Sell
1,097
-463
-30% -$74.7K 0.06% 222
2014
Q3 		$245K Buy
+1,560
New +$267K 0.09% 216

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Aviance Capital Partners's IVR Position: Q1 2017 in Review

Aviance Capital Partners sold out of Invesco Mortgage Capital (IVR) in Q1 2017, closing a stake of 1,202 shares — an estimated $175K sold.

Aviance Capital Partners first reported a position in IVR in Q3 2014 and held it in 6 quarters. The position peaked at $245K in Q3 2014. 173 funds tracked by Wall St. Rank hold IVR as of Q1 2017.

  • Aviance Capital Partners reported no remaining Invesco Mortgage Capital position as of Q1 2017 after selling out during the quarter.
  • Aviance Capital Partners sold 1,202 Invesco Mortgage Capital shares in Q1 2017, an estimated $175K.
  • Aviance Capital Partners first reported a position in Invesco Mortgage Capital in Q3 2014 and held it in 6 quarters.
  • Aviance Capital Partners's Invesco Mortgage Capital position peaked at $245K in Q3 2014.
  • 173 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2017.

Based on Aviance Capital Partners's 13F filing for Q1 2017, filed 12 May 2017.