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Convergence Investment Partners’s Invesco Mortgage Capital IVR Stock Holding History

Convergence Investment Partners’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
2018
Q1 		– Sell
-6,383
Closed -$1.14M – 1039
2017
Q4 		$1.14M Buy
6,383
+4,758
+293% +$840K 0.15% 231
2017
Q3 		$278K Buy
+1,625
New +$274K 0.04% 302

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Convergence Investment Partners's IVR Position: Q1 2018 in Review

Convergence Investment Partners sold out of Invesco Mortgage Capital (IVR) in Q1 2018, closing a stake of 6,383 shares — an estimated $1.14M sold.

Convergence Investment Partners first reported a position in IVR in Q3 2017 and held it in 2 quarters. The position peaked at $1.14M in Q4 2017. 216 funds tracked by Wall St. Rank hold IVR as of Q1 2018.

  • Convergence Investment Partners reported no remaining Invesco Mortgage Capital position as of Q1 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 6,383 Invesco Mortgage Capital shares in Q1 2018, an estimated $1.14M.
  • Convergence Investment Partners first reported a position in Invesco Mortgage Capital in Q3 2017 and held it in 2 quarters.
  • Convergence Investment Partners's Invesco Mortgage Capital position peaked at $1.14M in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2018.

Based on Convergence Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.