United Capital Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History

United Capital Financial 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
2020 Q3	–	Sell	-1,727	Closed	-$65K	–	1195
2020 Q2	$65K	Buy	1,727 +336	+24%	+$11.6K	﹤0.01%	1158
2020 Q1	$47K	Buy	1,391 +210	+18%	+$30.8K	﹤0.01%	1149
2019 Q4	$197K	Sell	1,181 -163	-12%	-$26.1K	﹤0.01%	1287
2019 Q3	$206K	Buy	1,344 +3	+0.2%	+$476	﹤0.01%	1188
2019 Q2	$216K	Buy	1,341 +46	+4%	+$7.41K	﹤0.01%	1345
2019 Q1	$205K	Sell	1,295 -100	-7%	-$15.9K	﹤0.01%	1263
2018 Q4	$202K	Sell	1,395 -180	-11%	-$27.2K	﹤0.01%	1196
2018 Q3	$249K	Sell	1,575 -4	-0.3%	-$647	﹤0.01%	1184
2018 Q2	$251K	Buy	1,579 +72	+5%	+$11.7K	﹤0.01%	1162
2018 Q1	$247K	Buy	+1,507	New	+$248K	﹤0.01%	1163

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

United Capital Financial Advisors's IVR Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Invesco Mortgage Capital (IVR) in Q3 2020, closing a stake of 1,727 shares — an estimated $65K sold.

United Capital Financial Advisors first reported a position in IVR in Q1 2018 and held it in 10 quarters. The position peaked at $251K in Q2 2018. 180 funds tracked by Wall St. Rank hold IVR as of Q3 2020.

United Capital Financial Advisors reported no remaining Invesco Mortgage Capital position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 1,727 Invesco Mortgage Capital shares in Q3 2020, an estimated $65K.
United Capital Financial Advisors first reported a position in Invesco Mortgage Capital in Q1 2018 and held it in 10 quarters.
United Capital Financial Advisors's Invesco Mortgage Capital position peaked at $251K in Q2 2018.
180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.