BG
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Bollard Group’s Invesco Mortgage Capital IVR Stock Holding History

Bollard Group’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
2013
Q4 		– Sell
-700
Closed -$108K – 255
2013
Q3 		$108K Buy
+700
New +$111K 0.01% 201

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Bollard Group's IVR Position: Q4 2013 in Review

Bollard Group sold out of Invesco Mortgage Capital (IVR) in Q4 2013, closing a stake of 700 shares — an estimated $108K sold.

Bollard Group first reported a position in IVR in Q3 2013 and held it in 1 quarter. The position peaked at $108K in Q3 2013. 164 funds tracked by Wall St. Rank hold IVR as of Q4 2013.

  • Bollard Group reported no remaining Invesco Mortgage Capital position as of Q4 2013 after selling out during the quarter.
  • Bollard Group sold 700 Invesco Mortgage Capital shares in Q4 2013, an estimated $108K.
  • Bollard Group first reported a position in Invesco Mortgage Capital in Q3 2013 and held it in 1 quarter.
  • Bollard Group's Invesco Mortgage Capital position peaked at $108K in Q3 2013.
  • 164 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2013.

Based on Bollard Group's 13F filing for Q4 2013, filed 13 Feb 2014.