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Wilbanks Smith & Thomas Asset Management’s Invesco Mortgage Capital IVR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-14
Closed -$2K – 836
2018
Q3 		$2K Buy
+14
New +$2.26K ﹤0.01% 1411

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Wilbanks Smith & Thomas Asset Management's IVR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco Mortgage Capital (IVR) in Q4 2018, closing a stake of 14 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IVR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 210 funds tracked by Wall St. Rank hold IVR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco Mortgage Capital position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 14 Invesco Mortgage Capital shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco Mortgage Capital in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco Mortgage Capital position peaked at $2K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.