Lenox Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Lenox Wealth 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
2020 Q1	–	Sell	-70	Closed	-$12K	–	860
2019 Q4	$12K	Buy	+70	New	+$11.2K	﹤0.01%	395

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Lenox Wealth Advisors's IVR Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 70 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in IVR in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

Lenox Wealth Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 70 Invesco Mortgage Capital shares in Q1 2020, an estimated $12K.
Lenox Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Invesco Mortgage Capital position peaked at $12K in Q4 2019.
230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.