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Signet Financial Management’s Invesco Mortgage Capital IVR Stock Holding History

Signet Financial Management’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
2018
Q4 		– Sell
-20
Closed -$3K – 532
2018
Q3 		$3K Hold
20
– – ﹤0.01% 870
2018
Q2 		$3K Hold
20
– – ﹤0.01% 782
2018
Q1 		$3K Buy
+20
New +$3.3K ﹤0.01% 720

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Signet Financial Management's IVR Position: Q4 2018 in Review

Signet Financial Management sold out of Invesco Mortgage Capital (IVR) in Q4 2018, closing a stake of 20 shares — an estimated $3K sold.

Signet Financial Management first reported a position in IVR in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 210 funds tracked by Wall St. Rank hold IVR as of Q4 2018.

  • Signet Financial Management reported no remaining Invesco Mortgage Capital position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 20 Invesco Mortgage Capital shares in Q4 2018, an estimated $3K.
  • Signet Financial Management first reported a position in Invesco Mortgage Capital in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's Invesco Mortgage Capital position peaked at $3K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.