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Investment Centers of America’s Invesco Mortgage Capital IVR Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-1,105
Closed -$189K – 240
2017
Q3 		$189K Buy
1,105
+20
+2% +$3.37K 0.01% 553
2017
Q2 		$180K Buy
+1,085
New +$176K 0.01% 552
2014
Q2 		– Sell
-5,979
Closed -$929K – 388
2014
Q1 		$929K Buy
5,979
+91
+2% +$14.7K 0.19% 133
2013
Q4 		$915K Sell
5,888
-91
-2% -$13.8K 0.44% 62
2013
Q3 		$929K Buy
5,979
+100
+2% +$15.8K 0.19% 134
2013
Q2 		$973K Buy
+5,879
New +$1.16M 0.27% 109

Other funds holding IVR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Investment Centers of America's IVR Position: Q4 2017 in Review

Investment Centers of America sold out of Invesco Mortgage Capital (IVR) in Q4 2017, closing a stake of 1,105 shares — an estimated $189K sold.

Investment Centers of America first reported a position in IVR in Q2 2013 and held it in 6 quarters. The position peaked at $973K in Q2 2013. 212 funds tracked by Wall St. Rank hold IVR as of Q4 2017.

  • Investment Centers of America reported no remaining Invesco Mortgage Capital position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 1,105 Invesco Mortgage Capital shares in Q4 2017, an estimated $189K.
  • Investment Centers of America first reported a position in Invesco Mortgage Capital in Q2 2013 and held it in 6 quarters.
  • Investment Centers of America's Invesco Mortgage Capital position peaked at $973K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.