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Endurance Wealth Management’s Invitation Homes INVH Stock Holding History

Endurance Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-161
Closed -$4K – 504
2018
Q1 		$4K Hold
161
– – ﹤0.01% 468
2017
Q4 		$4K Buy
+161
New +$3.73K ﹤0.01% 458

Other funds holding INVH

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's INVH Position: Q2 2018 in Review

Endurance Wealth Management sold out of Invitation Homes (INVH) in Q2 2018, closing a stake of 161 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in INVH in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 285 funds tracked by Wall St. Rank hold INVH as of Q2 2018.

  • Endurance Wealth Management reported no remaining Invitation Homes position as of Q2 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 161 Invitation Homes shares in Q2 2018, an estimated $4K.
  • Endurance Wealth Management first reported a position in Invitation Homes in Q4 2017 and held it in 2 quarters.
  • Endurance Wealth Management's Invitation Homes position peaked at $4K in Q1 2018.
  • 285 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.