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Wealthspire Advisors (Maryland)’s Invesco Mortgage Capital IVR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-45
Closed -$7K – 1221
2019
Q1 		$7K Sell
45
-2
-4% -$317 ﹤0.01% 1677
2018
Q4 		$7K Buy
47
+30
+176% +$4.54K ﹤0.01% 1599
2018
Q3 		$3K Hold
17
– – ﹤0.01% 2037
2018
Q2 		$3K Hold
17
– – ﹤0.01% 2014
2018
Q1 		$3K Sell
17
-2
-11% -$330 ﹤0.01% 2028
2017
Q4 		$3K Buy
19
+2
+12% +$353 ﹤0.01% 1993
2017
Q3 		$3K Sell
17
-1
-6% -$169 ﹤0.01% 1907
2017
Q2 		$3K Hold
18
– – ﹤0.01% 1891
2017
Q1 		$3K Buy
+18
New +$2.72K ﹤0.01% 1624
2016
Q1 		– Sell
-8
Closed -$1K – 1797
2015
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 1626

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IVR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Mortgage Capital (IVR) in Q2 2019, closing a stake of 45 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in IVR in Q4 2015 and held it in 10 quarters. The position peaked at $7K in Q1 2019. 223 funds tracked by Wall St. Rank hold IVR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Mortgage Capital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 Invesco Mortgage Capital shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Mortgage Capital in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Mortgage Capital position peaked at $7K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.