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Regal Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Regal Investment 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
2014
Q4 		– Sell
-80
Closed -$13K – 964
2014
Q3 		$13K Hold
80
– – ﹤0.01% 638
2014
Q2 		$14K Hold
80
– – 0.01% 608
2014
Q1 		$13K Hold
80
– – 0.01% 592
2013
Q4 		$12K Hold
80
– – 0.01% 552
2013
Q3 		$12K Hold
80
– – 0.01% 568
2013
Q2 		$14K Buy
+80
New +$15.8K 0.01% 525

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

Regal Investment Advisors's IVR Position: Q4 2014 in Review

Regal Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q4 2014, closing a stake of 80 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in IVR in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q2 2014. 176 funds tracked by Wall St. Rank hold IVR as of Q4 2014.

  • Regal Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 80 Invesco Mortgage Capital shares in Q4 2014, an estimated $13K.
  • Regal Investment Advisors first reported a position in Invesco Mortgage Capital in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Invesco Mortgage Capital position peaked at $14K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.