FORA Capital’s Invesco Mortgage Capital IVR Stock Holding History

FORA Capital’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	-1,255	Closed	-$209K	–	1178
2019 Q4	$209K	Buy	+1,255	New	+$201K	0.02%	605

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

FORA Capital's IVR Position: Q1 2020 in Review

FORA Capital sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 1,255 shares — an estimated $209K sold.

FORA Capital first reported a position in IVR in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

FORA Capital reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
FORA Capital sold 1,255 Invesco Mortgage Capital shares in Q1 2020, an estimated $209K.
FORA Capital first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 1 quarter.
FORA Capital's Invesco Mortgage Capital position peaked at $209K in Q4 2019.
230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

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