SQA
IVC

Simon Quick Advisors’s Invacare Corporation IVC Stock Holding History

Simon Quick Advisors’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,628
Closed -$82K – 380
2018
Q3 		$82K Sell
5,628
-2,654
-32% -$44K 0.03% 132
2018
Q2 		$154K Sell
8,282
-8,282
-50% -$150K 0.07% 86
2018
Q1 		$288K Buy
16,564
+10,875
+191% +$192K 0.12% 63
2017
Q4 		$105K Buy
5,689
+2,040
+56% +$33.2K 0.05% 149
2017
Q3 		$57K Buy
+3,649
New +$52.1K 0.02% 255

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simon Quick Advisors's IVC Position: Q4 2018 in Review

Simon Quick Advisors sold out of Invacare Corporation (IVC) in Q4 2018, closing a stake of 5,628 shares — an estimated $82K sold.

Simon Quick Advisors first reported a position in IVC in Q3 2017 and held it in 5 quarters. The position peaked at $288K in Q1 2018. 149 funds tracked by Wall St. Rank hold IVC as of Q4 2018.

  • Simon Quick Advisors reported no remaining Invacare Corporation position as of Q4 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 5,628 Invacare Corporation shares in Q4 2018, an estimated $82K.
  • Simon Quick Advisors first reported a position in Invacare Corporation in Q3 2017 and held it in 5 quarters.
  • Simon Quick Advisors's Invacare Corporation position peaked at $288K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2018.

Based on Simon Quick Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.