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Placemark Investments’s Invesco Mortgage Capital IVR Stock Holding History

Placemark Investments’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
2014
Q4 		$167K Buy
+1,083
New +$175K ﹤0.01% 1570

Other funds holding IVR

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Placemark Investments's IVR Position: Q4 2014 in Review

Placemark Investments opened a new position in Invesco Mortgage Capital (IVR) in Q4 2014: 1,083 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings.

176 funds tracked by Wall St. Rank hold IVR as of Q4 2014.

  • Placemark Investments held 1,083 shares of Invesco Mortgage Capital worth $167K as of Q4 2014.
  • Invesco Mortgage Capital was a new Placemark Investments position in Q4 2014.
  • Invesco Mortgage Capital made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1570 holding.
  • 176 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.