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Rational Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Rational 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
2019
Q2 		– Sell
-18,139
Closed -$2.87M – 569
2019
Q1 		$2.87M Buy
+18,139
New +$2.88M 0.78% 37
2017
Q2 		– Sell
-6,880
Closed -$1.06M – 324
2017
Q1 		$1.06M Buy
+6,880
New +$1.04M 0.7% 48
2013
Q4 		$107K Hold
730
– – 0.01% 605
2013
Q3 		$112K Sell
730
-670
-48% -$106K 0.01% 625
2013
Q2 		$232K Buy
+1,400
New +$276K 0.02% 487

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's IVR Position: Q2 2019 in Review

Rational Advisors sold out of Invesco Mortgage Capital (IVR) in Q2 2019, closing a stake of 18,139 shares — an estimated $2.87M sold.

Rational Advisors first reported a position in IVR in Q2 2013 and held it in 5 quarters. The position peaked at $2.87M in Q1 2019. 223 funds tracked by Wall St. Rank hold IVR as of Q2 2019.

  • Rational Advisors reported no remaining Invesco Mortgage Capital position as of Q2 2019 after selling out during the quarter.
  • Rational Advisors sold 18,139 Invesco Mortgage Capital shares in Q2 2019, an estimated $2.87M.
  • Rational Advisors first reported a position in Invesco Mortgage Capital in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Invesco Mortgage Capital position peaked at $2.87M in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2019.

Based on Rational Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.