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

Gideon 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
2014
Q1 		– Sell
-1,440
Closed -$211K – 241
2013
Q4 		$211K Buy
+1,440
New +$219K 0.13% 173

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Gideon Capital Advisors's IVR Position: Q1 2014 in Review

Gideon Capital Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2014, closing a stake of 1,440 shares — an estimated $211K sold.

Gideon Capital Advisors first reported a position in IVR in Q4 2013 and held it in 1 quarter. The position peaked at $211K in Q4 2013. 166 funds tracked by Wall St. Rank hold IVR as of Q1 2014.

  • Gideon Capital Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2014 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,440 Invesco Mortgage Capital shares in Q1 2014, an estimated $211K.
  • Gideon Capital Advisors first reported a position in Invesco Mortgage Capital in Q4 2013 and held it in 1 quarter.
  • Gideon Capital Advisors's Invesco Mortgage Capital position peaked at $211K in Q4 2013.
  • 166 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2014.

Based on Gideon Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.