EWM
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Evercore Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Evercore Wealth Management’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
2016
Q4 		– Sell
-913
Closed -$139K – 1060
2016
Q3 		$139K Buy
+913
New +$137K 0.01% 434

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Evercore Wealth Management's IVR Position: Q4 2016 in Review

Evercore Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q4 2016, closing a stake of 913 shares — an estimated $139K sold.

Evercore Wealth Management first reported a position in IVR in Q3 2016 and held it in 1 quarter. The position peaked at $139K in Q3 2016. 176 funds tracked by Wall St. Rank hold IVR as of Q4 2016.

  • Evercore Wealth Management reported no remaining Invesco Mortgage Capital position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 913 Invesco Mortgage Capital shares in Q4 2016, an estimated $139K.
  • Evercore Wealth Management first reported a position in Invesco Mortgage Capital in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco Mortgage Capital position peaked at $139K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.