KIA
IVR.PRA

KCM Investment Advisors’s INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, IVR.PRA Stock Holding History

KCM Investment Advisors’s Portfolio IVR.PRA Stock Details IVR.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,726
Closed -$457K – 401
2018
Q4 		$457K Buy
18,726
+969
+5% +$24.2K 0.03% 347
2018
Q3 		$445K Buy
17,757
+1,772
+11% +$44.7K 0.03% 374
2018
Q2 		$399K Buy
15,985
+2,382
+18% +$59.8K 0.02% 386
2018
Q1 		$338K Buy
13,603
+5,029
+59% +$125K 0.02% 418
2017
Q4 		$214K Buy
+8,574
New +$216K 0.01% 492

Other funds holding IVR.PRA

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

KCM Investment Advisors's IVR.PRA Position: Q1 2019 in Review

KCM Investment Advisors sold out of INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, (IVR.PRA) in Q1 2019, closing a stake of 18,726 shares — an estimated $457K sold.

KCM Investment Advisors first reported a position in IVR.PRA in Q4 2017 and held it in 5 quarters. The position peaked at $457K in Q4 2018. 4 funds tracked by Wall St. Rank hold IVR.PRA as of Q1 2019.

  • KCM Investment Advisors reported no remaining INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 18,726 INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, shares in Q1 2019, an estimated $457K.
  • KCM Investment Advisors first reported a position in INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, in Q4 2017 and held it in 5 quarters.
  • KCM Investment Advisors's INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, position peaked at $457K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held INVESCO MORTGAGE CAPITAL INC. 7.75% Series A Cumulative Redeemable Preferred Stock, as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.