GI
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Gradient Investments’s Invesco Mortgage Capital IVR Stock Holding History

Gradient Investments’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
2015
Q2 		– Sell
-9
Closed -$1K – 673
2015
Q1 		$1K Sell
9
-5
-36% -$779 ﹤0.01% 589
2014
Q4 		$2K Buy
+14
New +$2.26K ﹤0.01% 489

Other funds holding IVR

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's IVR Position: Q2 2015 in Review

Gradient Investments sold out of Invesco Mortgage Capital (IVR) in Q2 2015, closing a stake of 9 shares — an estimated $1K sold.

Gradient Investments first reported a position in IVR in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2014. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2015.

  • Gradient Investments reported no remaining Invesco Mortgage Capital position as of Q2 2015 after selling out during the quarter.
  • Gradient Investments sold 9 Invesco Mortgage Capital shares in Q2 2015, an estimated $1K.
  • Gradient Investments first reported a position in Invesco Mortgage Capital in Q4 2014 and held it in 2 quarters.
  • Gradient Investments's Invesco Mortgage Capital position peaked at $2K in Q4 2014.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.