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Boston Private Bank & Trust’s Invesco Mortgage Capital IVR Stock Holding History

Boston Private Bank & Trust’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
2014
Q1 		– Sell
-185
Closed -$27K – 1055
2013
Q4 		$27K Buy
+185
New +$28.1K ﹤0.01% 692

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Boston Private Bank & Trust's IVR Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of Invesco Mortgage Capital (IVR) in Q1 2014, closing a stake of 185 shares — an estimated $27K sold.

Boston Private Bank & Trust first reported a position in IVR in Q4 2013 and held it in 1 quarter. The position peaked at $27K in Q4 2013. 166 funds tracked by Wall St. Rank hold IVR as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Invesco Mortgage Capital position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 185 Invesco Mortgage Capital shares in Q1 2014, an estimated $27K.
  • Boston Private Bank & Trust first reported a position in Invesco Mortgage Capital in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Invesco Mortgage Capital position peaked at $27K in Q4 2013.
  • 166 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.