Financial Gravity Asset Management’s Invesco Mortgage Capital IVR Stock Holding History

Financial Gravity Asset 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
2019 Q4	$17K	Hold	2	–	–	0.01%	1066
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1375
2019 Q2	$0	Hold	2	–	–	﹤0.01%	1445
2019 Q1	$0	Buy	+2	New	+$317	﹤0.01%	1428
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	1157
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	1188
2018 Q1	$1K	Buy	+4	New	+$659	﹤0.01%	1166

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's IVR Position: Q4 2019 in Review

Financial Gravity Asset Management held its Invesco Mortgage Capital (IVR) position steady in Q4 2019 at 2 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1066.

Financial Gravity Asset Management first reported a position in IVR in Q1 2018 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold IVR as of Q4 2019.

Financial Gravity Asset Management held 2 shares of Invesco Mortgage Capital worth $17K as of Q4 2019.
Financial Gravity Asset Management left its Invesco Mortgage Capital share count unchanged in Q4 2019.
Invesco Mortgage Capital made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1066 holding.
Financial Gravity Asset Management first reported a position in Invesco Mortgage Capital in Q1 2018 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.