Wealth Quarterback’s Invesco Mortgage Capital IVR Stock Holding History

Wealth Quarterback’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 Q1	–	Sell	-951	Closed	-$657	–	1054
2019 Q4	$657	Buy	+951	New	+$152K	﹤0.01%	891

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Wealth Quarterback's IVR Position: Q1 2020 in Review

Wealth Quarterback sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 951 shares — an estimated $657 sold.

Wealth Quarterback first reported a position in IVR in Q4 2019 and held it in 1 quarter. The position peaked at $657 in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

Wealth Quarterback reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
Wealth Quarterback sold 951 Invesco Mortgage Capital shares in Q1 2020, an estimated $657.
Wealth Quarterback first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 1 quarter.
Wealth Quarterback's Invesco Mortgage Capital position peaked at $657 in Q4 2019.
230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.