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Eric D. Hovde’s Invesco Mortgage Capital IVR Stock Holding History

Eric D. Hovde’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
2013
Q3 		$646K Buy
4,200
+50
+1% +$7.91K 18.16% 1
2013
Q2 		$687K Buy
+4,150
New +$819K 18.94% 1

Other funds holding IVR

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eric D. Hovde's IVR Position: Q3 2013 in Review

Eric D. Hovde increased its Invesco Mortgage Capital (IVR) stake by 1.2% in Q3 2013, buying an estimated $7.91K and bringing the position to 4,200 shares worth $646K. The position accounts for 18.16% of the portfolio, ranked #1.

Eric D. Hovde first reported a position in IVR in Q2 2013 and has held it in 2 quarters since. The position peaked at $687K in Q2 2013. 169 funds tracked by Wall St. Rank hold IVR as of Q3 2013.

  • Eric D. Hovde held 4,200 shares of Invesco Mortgage Capital worth $646K as of Q3 2013.
  • Eric D. Hovde bought 50 Invesco Mortgage Capital shares in Q3 2013, an estimated $7.91K.
  • Invesco Mortgage Capital made up 18.16% of Eric D. Hovde's portfolio in Q3 2013, its #1 holding.
  • Eric D. Hovde first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 2 quarters since.
  • Eric D. Hovde's Invesco Mortgage Capital position peaked at $687K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2013.

Based on Eric D. Hovde's 13F filing for Q3 2013, filed 14 Nov 2013.