CFFP
IVR icon

Center for Financial Planning’s Invesco Mortgage Capital IVR Stock Holding History

Center for Financial Planning’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
2020
Q3 		– Sell
-172
Closed -$6K – 459
2020
Q2 		$6K Buy
+172
New +$5.91K ﹤0.01% 347

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Center for Financial Planning's IVR Position: Q3 2020 in Review

Center for Financial Planning sold out of Invesco Mortgage Capital (IVR) in Q3 2020, closing a stake of 172 shares — an estimated $6K sold.

Center for Financial Planning first reported a position in IVR in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 180 funds tracked by Wall St. Rank hold IVR as of Q3 2020.

  • Center for Financial Planning reported no remaining Invesco Mortgage Capital position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 172 Invesco Mortgage Capital shares in Q3 2020, an estimated $6K.
  • Center for Financial Planning first reported a position in Invesco Mortgage Capital in Q2 2020 and held it in 1 quarter.
  • Center for Financial Planning's Invesco Mortgage Capital position peaked at $6K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.