IA
MTGE

IFP Advisors’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

IFP Advisors’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$9K – 4283
2018
Q1 		$9K Hold
500
– – ﹤0.01% 2893
2017
Q4 		$9K Sell
500
-25
-5% -$469 ﹤0.01% 2938
2017
Q3 		$10K Hold
525
– – ﹤0.01% 3068
2017
Q2 		$10K Hold
525
– – ﹤0.01% 3064
2017
Q1 		$9K Hold
525
– – ﹤0.01% 3022
2016
Q4 		$8K Sell
525
-100
-16% -$1.66K ﹤0.01% 3090
2016
Q3 		$11K Hold
625
– – ﹤0.01% 2810
2016
Q2 		$10K Buy
+625
New +$9.57K ﹤0.01% 2777
2016
Q1 		– Sell
-625
Closed -$9K – 4465
2015
Q4 		$9K Buy
+625
New +$9.18K ﹤0.01% 2672

Other funds holding MTGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

IFP Advisors's MTGE Position: Q2 2018 in Review

IFP Advisors sold out of MTGE Investment Corp. Common Stock (MTGE) in Q2 2018, closing a stake of 500 shares — an estimated $9K sold.

IFP Advisors first reported a position in MTGE in Q4 2015 and held it in 9 quarters. The position peaked at $11K in Q3 2016. 130 funds tracked by Wall St. Rank hold MTGE as of Q2 2018.

  • IFP Advisors reported no remaining MTGE Investment Corp. Common Stock position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 500 MTGE Investment Corp. Common Stock shares in Q2 2018, an estimated $9K.
  • IFP Advisors first reported a position in MTGE Investment Corp. Common Stock in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's MTGE Investment Corp. Common Stock position peaked at $11K in Q3 2016.
  • 130 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.