QBFM
IVC

QS Batterymarch Financial Management’s Invacare Corporation IVC Stock Holding History

QS Batterymarch Financial Management’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.6M Sell
220,567
-23,590
-10% -$360K 0.07% 367
2014
Q2 		$4.49M Sell
244,157
-14,350
-6% -$244K 0.11% 293
2014
Q1 		$4.93M Buy
258,507
+45,250
+21% +$931K 0.1% 294
2013
Q4 		$4.95M Sell
213,257
-1,800
-0.8% -$37.3K 0.1% 304
2013
Q3 		$3.71M Hold
215,057
– – 0.08% 361
2013
Q2 		$3.09M Buy
+215,057
New +$2.98M 0.06% 441

Other funds holding IVC

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

QS Batterymarch Financial Management's IVC Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its Invacare Corporation (IVC) stake by 9.7% in Q3 2014, selling an estimated $360K and leaving 220,567 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #367.

QS Batterymarch Financial Management first reported a position in IVC in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.95M in Q4 2013. 122 funds tracked by Wall St. Rank hold IVC as of Q3 2014.

  • QS Batterymarch Financial Management held 220,567 shares of Invacare Corporation worth $2.6M as of Q3 2014.
  • QS Batterymarch Financial Management sold 23,590 Invacare Corporation shares in Q3 2014, an estimated $360K.
  • Invacare Corporation made up 0.07% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #367 holding.
  • QS Batterymarch Financial Management first reported a position in Invacare Corporation in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's Invacare Corporation position peaked at $4.95M in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.