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Sargent Bickham Lagudis’s Invesco Mortgage Capital IVR Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-46
Closed -$6K – 740
2016
Q1 		$6K Buy
+46
New +$5.31K ﹤0.01% 612

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
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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sargent Bickham Lagudis's IVR Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of Invesco Mortgage Capital (IVR) in Q2 2016, closing a stake of 46 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in IVR in Q1 2016 and held it in 1 quarter. The position peaked at $6K in Q1 2016. 178 funds tracked by Wall St. Rank hold IVR as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining Invesco Mortgage Capital position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 46 Invesco Mortgage Capital shares in Q2 2016, an estimated $6K.
  • Sargent Bickham Lagudis first reported a position in Invesco Mortgage Capital in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Invesco Mortgage Capital position peaked at $6K in Q1 2016.
  • 178 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.