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Gary Goldberg Planning Services’s Invesco Mortgage Capital IVR Stock Holding History

Gary Goldberg Planning Services’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
2013
Q3 		– Sell
-340
Closed -$56K – 366
2013
Q2 		$56K Buy
+340
New +$67.1K 0.04% 177

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Wells Fargo
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gary Goldberg Planning Services's IVR Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Invesco Mortgage Capital (IVR) in Q3 2013, closing a stake of 340 shares — an estimated $56K sold.

Gary Goldberg Planning Services first reported a position in IVR in Q2 2013 and held it in 1 quarter. The position peaked at $56K in Q2 2013. 169 funds tracked by Wall St. Rank hold IVR as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Invesco Mortgage Capital position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 340 Invesco Mortgage Capital shares in Q3 2013, an estimated $56K.
  • Gary Goldberg Planning Services first reported a position in Invesco Mortgage Capital in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Invesco Mortgage Capital position peaked at $56K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.