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Financial Gravity Companies’s Invesco Mortgage Capital IVR Stock Holding History

Financial Gravity Companies’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 		$1K Buy
+4
New +$605 ﹤0.01% 1119
2018
Q1 		$1K Hold
4
– – ﹤0.01% 1166
2017
Q4 		$1K Buy
+4
New +$706 ﹤0.01% 1137

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's IVR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco Mortgage Capital (IVR) in Q4 2018: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IVR as recently as Q1 2018.

Financial Gravity Companies first reported a position in IVR in Q4 2017 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold IVR as of Q4 2018.

  • Financial Gravity Companies held 4 shares of Invesco Mortgage Capital worth $1K as of Q4 2018.
  • Invesco Mortgage Capital was a new Financial Gravity Companies position in Q4 2018.
  • Invesco Mortgage Capital made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1119 holding.
  • Financial Gravity Companies first reported a position in Invesco Mortgage Capital in Q4 2017 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.