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Westside Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Westside Investment 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
2019
Q2 		$4 Buy
+30
New +$4.83K ﹤0.01% 567
2018
Q4 		$4.34K Hold
30
– – ﹤0.01% 569
2018
Q3 		$4.68K Hold
30
– – ﹤0.01% 600
2018
Q2 		$4.8K Hold
30
– – ﹤0.01% 684
2018
Q1 		$4.89K Hold
30
– – ﹤0.01% 663
2017
Q4 		$5.29K Hold
30
– – ﹤0.01% 676
2017
Q3 		$5.17K Hold
30
– – ﹤0.01% 668
2017
Q2 		$4.97K Hold
30
– – ﹤0.01% 668
2017
Q1 		$4.62K Hold
30
– – ﹤0.01% 638
2016
Q4 		$4.46K Buy
+30
New +$4.45K ﹤0.01% 526

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

Westside Investment Management's IVR Position: Q2 2019 in Review

Westside Investment Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2019: 30 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IVR as recently as Q4 2018.

Westside Investment Management first reported a position in IVR in Q4 2016 and has held it in 10 quarters since. The position peaked at $5.29K in Q4 2017. 223 funds tracked by Wall St. Rank hold IVR as of Q2 2019.

  • Westside Investment Management held 30 shares of Invesco Mortgage Capital worth $4 as of Q2 2019.
  • Invesco Mortgage Capital was a new Westside Investment Management position in Q2 2019.
  • Invesco Mortgage Capital made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #567 holding.
  • Westside Investment Management first reported a position in Invesco Mortgage Capital in Q4 2016 and has held it in 10 quarters since.
  • Westside Investment Management's Invesco Mortgage Capital position peaked at $5.29K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.