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Berman Capital Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Berman Capital Advisors’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
Q3 		$3K Buy
112
+56
+100% +$1.82K ﹤0.01% 1589
2021
Q2 		$2K Buy
+56
New +$2.12K ﹤0.01% 1608
2020
Q2 		– Sell
-8
Closed – – 1706
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1565
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1341
2019
Q3 		$1K Hold
8
– – ﹤0.01% 1327
2019
Q2 		$1K Hold
8
– – ﹤0.01% 1338
2019
Q1 		$1K Hold
8
– – ﹤0.01% 1220
2018
Q4 		$1K Buy
+8
New +$1.21K ﹤0.01% 1011

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Berman Capital Advisors's IVR Position: Q3 2021 in Review

Berman Capital Advisors increased its Invesco Mortgage Capital (IVR) stake by 100% in Q3 2021, buying an estimated $1.82K and bringing the position to 112 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Berman Capital Advisors first reported a position in IVR in Q4 2018 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold IVR as of Q3 2021.

  • Berman Capital Advisors held 112 shares of Invesco Mortgage Capital worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 56 Invesco Mortgage Capital shares in Q3 2021, an estimated $1.82K.
  • Invesco Mortgage Capital made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1589 holding.
  • Berman Capital Advisors first reported a position in Invesco Mortgage Capital in Q4 2018 and has held it in 8 quarters since.
  • 210 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.