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R&F Capital Advisors’s Invesco Mortgage Capital IVR Stock Holding History

R&F Capital 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
2017
Q1 		$158K Buy
+1,027
New +$155K 0.04% 589

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

R&F Capital Advisors's IVR Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Invesco Mortgage Capital (IVR) in Q1 2017: 1,027 shares worth $158K. The stake represents 0.04% of the portfolio and ranks #589 among its holdings.

173 funds tracked by Wall St. Rank hold IVR as of Q1 2017.

  • R&F Capital Advisors held 1,027 shares of Invesco Mortgage Capital worth $158K as of Q1 2017.
  • Invesco Mortgage Capital was a new R&F Capital Advisors position in Q1 2017.
  • Invesco Mortgage Capital made up 0.04% of R&F Capital Advisors's portfolio in Q1 2017, its #589 holding.
  • 173 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.