JOYN Advisors’s Invesco Mortgage Capital IVR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-53	Closed	-$8K	–	738
2018 Q4	$8K	Buy	53 +9	+20%	+$1.36K	﹤0.01%	1065
2018 Q3	$7K	Buy	44 +16	+57%	+$2.59K	﹤0.01%	1073
2018 Q2	$4K	Buy	+28	New	+$4.54K	﹤0.01%	1193

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's IVR Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2019, closing a stake of 53 shares — an estimated $8K sold.

JOYN Advisors first reported a position in IVR in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 233 funds tracked by Wall St. Rank hold IVR as of Q1 2019.

JOYN Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 53 Invesco Mortgage Capital shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in Invesco Mortgage Capital in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Invesco Mortgage Capital position peaked at $8K in Q4 2018.
233 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.