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Gupta Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-266
Closed -$33K – 1210
2015
Q4 		$33K Buy
266
+200
+303% +$25.5K 0.01% 530
2015
Q3 		$8K Hold
66
– – ﹤0.01% 956
2015
Q2 		$9K Hold
66
– – ﹤0.01% 919
2015
Q1 		$10K Buy
+66
New +$10.3K ﹤0.01% 756

Other funds holding IVR

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's IVR Position: Q1 2016 in Review

Gupta Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q1 2016, closing a stake of 266 shares — an estimated $33K sold.

Gupta Wealth Management first reported a position in IVR in Q1 2015 and held it in 4 quarters. The position peaked at $33K in Q4 2015. 165 funds tracked by Wall St. Rank hold IVR as of Q1 2016.

  • Gupta Wealth Management reported no remaining Invesco Mortgage Capital position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 266 Invesco Mortgage Capital shares in Q1 2016, an estimated $33K.
  • Gupta Wealth Management first reported a position in Invesco Mortgage Capital in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Invesco Mortgage Capital position peaked at $33K in Q4 2015.
  • 165 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.