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Financial Architects (New Jersey)’s Invesco Mortgage Capital IVR Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-100
Closed -$15K – 948
2019
Q3 		$15K Hold
100
– – ﹤0.01% 648
2019
Q2 		$16K Hold
100
– – ﹤0.01% 779
2019
Q1 		$16K Buy
+100
New +$15.9K ﹤0.01% 962
2014
Q4 		– Sell
-300
Closed -$47K – 997
2014
Q3 		$47K Buy
+300
New +$51.3K 0.02% 316

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Architects (New Jersey)'s IVR Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Invesco Mortgage Capital (IVR) in Q4 2019, closing a stake of 100 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in IVR in Q3 2014 and held it in 4 quarters. The position peaked at $47K in Q3 2014. 243 funds tracked by Wall St. Rank hold IVR as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Invesco Mortgage Capital position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Invesco Mortgage Capital shares in Q4 2019, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in Invesco Mortgage Capital in Q3 2014 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Invesco Mortgage Capital position peaked at $47K in Q3 2014.
  • 243 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.