Evoke Wealth’s Invesco Mortgage Capital IVR Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-9	Closed	-$1.62K	–	1248
2019 Q4	$1.62K	Hold	9	–	–	﹤0.01%	1107
2019 Q3	$1.49K	Buy	+9	New	+$1.43K	﹤0.01%	1261

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Evoke Wealth's IVR Position: Q1 2020 in Review

Evoke Wealth sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 9 shares — an estimated $1.62K sold.

Evoke Wealth first reported a position in IVR in Q3 2019 and held it in 2 quarters. The position peaked at $1.62K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

Evoke Wealth reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 9 Invesco Mortgage Capital shares in Q1 2020, an estimated $1.62K.
Evoke Wealth first reported a position in Invesco Mortgage Capital in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Invesco Mortgage Capital position peaked at $1.62K in Q4 2019.
230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.