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Koch Industries’s Invesco Mortgage Capital IVR Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-4,119
Closed -$675K – 317
2018
Q1 		$675K Buy
4,119
+1,713
+71% +$282K 0.07% 268
2017
Q4 		$429K Buy
2,406
+1,092
+83% +$193K 0.06% 304
2017
Q3 		$226K Sell
1,314
-392
-23% -$66.1K 0.05% 390
2017
Q2 		$285K Buy
+1,706
New +$276K 0.08% 301

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N
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State Street
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Koch Industries's IVR Position: Q2 2018 in Review

Koch Industries sold out of Invesco Mortgage Capital (IVR) in Q2 2018, closing a stake of 4,119 shares — an estimated $675K sold.

Koch Industries first reported a position in IVR in Q2 2017 and held it in 4 quarters. The position peaked at $675K in Q1 2018. 207 funds tracked by Wall St. Rank hold IVR as of Q2 2018.

  • Koch Industries reported no remaining Invesco Mortgage Capital position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 4,119 Invesco Mortgage Capital shares in Q2 2018, an estimated $675K.
  • Koch Industries first reported a position in Invesco Mortgage Capital in Q2 2017 and held it in 4 quarters.
  • Koch Industries's Invesco Mortgage Capital position peaked at $675K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.