FAIM
IVR icon

Financial Advocates Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Financial Advocates Investment 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
2018
Q4 		– Sell
-150
Closed -$24K – 469
2018
Q3 		$24K Buy
+150
New +$24.2K ﹤0.01% 496

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Advocates Investment Management's IVR Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Invesco Mortgage Capital (IVR) in Q4 2018, closing a stake of 150 shares — an estimated $24K sold.

Financial Advocates Investment Management first reported a position in IVR in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 210 funds tracked by Wall St. Rank hold IVR as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Invesco Mortgage Capital position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 150 Invesco Mortgage Capital shares in Q4 2018, an estimated $24K.
  • Financial Advocates Investment Management first reported a position in Invesco Mortgage Capital in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco Mortgage Capital position peaked at $24K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.