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Claraphi Advisory Network’s Invesco Mortgage Capital IVR Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-496
Closed -$17K – 742
2020
Q1 		$17K Buy
+496
New +$72.8K 0.01% 672

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Arrowstreet Capital
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Geode Capital Management
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Northern Trust
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LSV Asset Management
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Massachusetts Financial Services
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Charles Schwab
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Claraphi Advisory Network's IVR Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco Mortgage Capital (IVR) in Q2 2020, closing a stake of 496 shares — an estimated $17K sold.

Claraphi Advisory Network first reported a position in IVR in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 202 funds tracked by Wall St. Rank hold IVR as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Invesco Mortgage Capital position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 496 Invesco Mortgage Capital shares in Q2 2020, an estimated $17K.
  • Claraphi Advisory Network first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Invesco Mortgage Capital position peaked at $17K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.