FCA
IVR icon

FinTrust Capital Advisors’s Invesco Mortgage Capital IVR Stock Holding History

FinTrust Capital Advisors’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
-50
Closed -$8K – 1132
2019
Q4 		$8K Buy
+50
New +$8.02K ﹤0.01% 775

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

FinTrust Capital Advisors's IVR Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 50 shares — an estimated $8K sold.

FinTrust Capital Advisors first reported a position in IVR in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

  • FinTrust Capital Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
  • FinTrust Capital Advisors sold 50 Invesco Mortgage Capital shares in Q1 2020, an estimated $8K.
  • FinTrust Capital Advisors first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 1 quarter.
  • FinTrust Capital Advisors's Invesco Mortgage Capital position peaked at $8K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.