Neuberger Berman Group
IVR icon

Neuberger Berman Group’s Invesco Mortgage Capital IVR Stock Holding History

Neuberger Berman Group’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
Q2 		– Sell
-1,507
Closed -$238K – 1570
2019
Q1 		$238K Buy
1,507
+299
+25% +$47.4K ﹤0.01% 1430
2018
Q4 		$175K Sell
1,208
-238
-16% -$36K ﹤0.01% 1507
2018
Q3 		$229K Buy
1,446
+351
+32% +$56.7K ﹤0.01% 1529
2018
Q2 		$210K Hold
1,095
– – ﹤0.01% 1636
2018
Q1 		$211K Sell
1,095
-2,561
-70% -$422K ﹤0.01% 1605
2017
Q4 		$704K Buy
+3,656
New +$646K ﹤0.01% 1323
2015
Q1 		– Sell
-4,534
Closed -$701K – 1623
2014
Q4 		$701K Buy
4,534
+878
+24% +$142K ﹤0.01% 1289
2014
Q3 		$574K Buy
3,656
+1,208
+49% +$207K ﹤0.01% 1349
2014
Q2 		$425K Buy
+2,448
New +$419K ﹤0.01% 1413

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group's IVR Position: Q2 2019 in Review

Neuberger Berman Group sold out of Invesco Mortgage Capital (IVR) in Q2 2019, closing a stake of 1,507 shares — an estimated $238K sold.

Neuberger Berman Group first reported a position in IVR in Q2 2014 and held it in 9 quarters. The position peaked at $704K in Q4 2017. 223 funds tracked by Wall St. Rank hold IVR as of Q2 2019.

  • Neuberger Berman Group reported no remaining Invesco Mortgage Capital position as of Q2 2019 after selling out during the quarter.
  • Neuberger Berman Group sold 1,507 Invesco Mortgage Capital shares in Q2 2019, an estimated $238K.
  • Neuberger Berman Group first reported a position in Invesco Mortgage Capital in Q2 2014 and held it in 9 quarters.
  • Neuberger Berman Group's Invesco Mortgage Capital position peaked at $704K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2019.

Based on Neuberger Berman Group's 13F filing for Q2 2019, filed 13 Aug 2019.