SHJ
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Sharkey, Howes & Javer’s Invesco Mortgage Capital IVR Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-328
Closed -$51K – 218
2015
Q1 		$51K Buy
+328
New +$51.1K 0.03% 90

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AAM
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Sharkey, Howes & Javer's IVR Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Invesco Mortgage Capital (IVR) in Q2 2015, closing a stake of 328 shares — an estimated $51K sold.

Sharkey, Howes & Javer first reported a position in IVR in Q1 2015 and held it in 1 quarter. The position peaked at $51K in Q1 2015. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Invesco Mortgage Capital position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 328 Invesco Mortgage Capital shares in Q2 2015, an estimated $51K.
  • Sharkey, Howes & Javer first reported a position in Invesco Mortgage Capital in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Invesco Mortgage Capital position peaked at $51K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.