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Optimum Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Optimum Investment 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
Q2 		– Sell
-100
Closed -$3K – 893
2020
Q1 		$3K Hold
100
– – ﹤0.01% 796
2019
Q4 		$17K Hold
100
– – 0.01% 700
2019
Q3 		$15K Hold
100
– – ﹤0.01% 722
2019
Q2 		$16K Hold
100
– – 0.01% 712
2019
Q1 		$16K Hold
100
– – 0.01% 729
2018
Q4 		$14K Hold
100
– – ﹤0.01% 711
2018
Q3 		$16K Hold
100
– – ﹤0.01% 774
2018
Q2 		$16K Hold
100
– – ﹤0.01% 777
2018
Q1 		$16K Buy
+100
New +$16.5K ﹤0.01% 742
2015
Q1 		$16K Hold
100
– – 0.01% 732
2014
Q4 		$15K Hold
100
– – ﹤0.01% 780
2014
Q3 		$16K Hold
100
– – 0.01% 685
2014
Q2 		$17K Hold
100
– – 0.01% 690
2014
Q1 		$16K Hold
100
– – 0.01% 543
2013
Q4 		$15K Hold
100
– – 0.01% 558
2013
Q3 		$15K Buy
+100
New +$15.8K 0.01% 536

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's IVR Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in IVR in Q3 2013 and held it in 16 quarters. The position peaked at $17K in Q4 2019. 202 funds tracked by Wall St. Rank hold IVR as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Invesco Mortgage Capital shares in Q2 2020, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Invesco Mortgage Capital in Q3 2013 and held it in 16 quarters.
  • Optimum Investment Advisors's Invesco Mortgage Capital position peaked at $17K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.