EDRH
IVC

Edmond de Rothschild Holding’s Invacare Corporation IVC Stock Holding History

Edmond de Rothschild Holding’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,000
Closed -$101K – 842
2017
Q4 		$101K Buy
6,000
+1,000
+20% +$16.3K ﹤0.01% 578
2017
Q3 		$79K Hold
5,000
– – ﹤0.01% 609
2017
Q2 		$66K Buy
+5,000
New +$65.7K ﹤0.01% 612

Other funds holding IVC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edmond de Rothschild Holding's IVC Position: Q1 2018 in Review

Edmond de Rothschild Holding sold out of Invacare Corporation (IVC) in Q1 2018, closing a stake of 6,000 shares — an estimated $101K sold.

Edmond de Rothschild Holding first reported a position in IVC in Q2 2017 and held it in 3 quarters. The position peaked at $101K in Q4 2017. 151 funds tracked by Wall St. Rank hold IVC as of Q1 2018.

  • Edmond de Rothschild Holding reported no remaining Invacare Corporation position as of Q1 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 6,000 Invacare Corporation shares in Q1 2018, an estimated $101K.
  • Edmond de Rothschild Holding first reported a position in Invacare Corporation in Q2 2017 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Invacare Corporation position peaked at $101K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2018, filed 15 May 2018.