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WFG Advisors’s Invesco Mortgage Capital IVR Stock Holding History

WFG 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
2017
Q2 		$6K Buy
37
+27
+270% +$4.37K ﹤0.01% 1247
2017
Q1 		$1K Sell
10
-28
-74% -$4.23K ﹤0.01% 1406
2016
Q4 		$6K Buy
+38
New +$5.63K ﹤0.01% 1226

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's IVR Position: Q2 2017 in Review

WFG Advisors increased its Invesco Mortgage Capital (IVR) stake by 270% in Q2 2017, buying an estimated $4.37K and bringing the position to 37 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

WFG Advisors first reported a position in IVR in Q4 2016 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold IVR as of Q2 2017.

  • WFG Advisors held 37 shares of Invesco Mortgage Capital worth $6K as of Q2 2017.
  • WFG Advisors bought 27 Invesco Mortgage Capital shares in Q2 2017, an estimated $4.37K.
  • Invesco Mortgage Capital made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1247 holding.
  • WFG Advisors first reported a position in Invesco Mortgage Capital in Q4 2016 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.