RA
IVC

Rational Advisors’s Invacare Corporation IVC Stock Holding History

Rational Advisors’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
2017
Q2 		– Sell
-5,400
Closed -$64K – 367
2017
Q1 		$64K Sell
5,400
-2,100
-28% -$25.2K 0.04% 193
2016
Q4 		$98K Sell
7,500
-2,600
-26% -$29.9K 0.09% 151
2016
Q3 		$113K Sell
10,100
-150
-1% -$1.8K 0.07% 221
2016
Q2 		$124K Buy
+10,250
New +$121K 0.09% 146

Other funds holding IVC

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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

Rational Advisors's IVC Position: Q2 2017 in Review

Rational Advisors sold out of Invacare Corporation (IVC) in Q2 2017, closing a stake of 5,400 shares — an estimated $64K sold.

Rational Advisors first reported a position in IVC in Q2 2016 and held it in 4 quarters. The position peaked at $124K in Q2 2016. 130 funds tracked by Wall St. Rank hold IVC as of Q2 2017.

  • Rational Advisors reported no remaining Invacare Corporation position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 5,400 Invacare Corporation shares in Q2 2017, an estimated $64K.
  • Rational Advisors first reported a position in Invacare Corporation in Q2 2016 and held it in 4 quarters.
  • Rational Advisors's Invacare Corporation position peaked at $124K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.