CIM
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CIM Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

CIM Investment Management’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
2019
Q4 		– Sell
-2,085
Closed -$319K – 266
2019
Q3 		$319K Hold
2,085
– – 0.12% 215
2019
Q2 		$336K Sell
2,085
-43
-2% -$6.92K 0.12% 206
2019
Q1 		$336K Sell
2,128
-18
-0.8% -$2.85K 0.13% 214
2018
Q4 		$311K Hold
2,146
– – 0.14% 201
2018
Q3 		$339K Hold
2,146
– – 0.12% 246
2018
Q2 		$341K Hold
2,146
– – 0.12% 253
2018
Q1 		$352K Buy
+2,146
New +$354K 0.12% 234

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIM Investment Management's IVR Position: Q4 2019 in Review

CIM Investment Management sold out of Invesco Mortgage Capital (IVR) in Q4 2019, closing a stake of 2,085 shares — an estimated $319K sold.

CIM Investment Management first reported a position in IVR in Q1 2018 and held it in 7 quarters. The position peaked at $352K in Q1 2018. 243 funds tracked by Wall St. Rank hold IVR as of Q4 2019.

  • CIM Investment Management reported no remaining Invesco Mortgage Capital position as of Q4 2019 after selling out during the quarter.
  • CIM Investment Management sold 2,085 Invesco Mortgage Capital shares in Q4 2019, an estimated $319K.
  • CIM Investment Management first reported a position in Invesco Mortgage Capital in Q1 2018 and held it in 7 quarters.
  • CIM Investment Management's Invesco Mortgage Capital position peaked at $352K in Q1 2018.
  • 243 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2019.

Based on CIM Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.