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Windsor Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-50
Closed -$6K – 251
2015
Q3 		$6K Buy
+50
New +$6.97K ﹤0.01% 388

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Windsor Capital Management's IVR Position: Q4 2015 in Review

Windsor Capital Management sold out of Invesco Mortgage Capital (IVR) in Q4 2015, closing a stake of 50 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in IVR in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 165 funds tracked by Wall St. Rank hold IVR as of Q4 2015.

  • Windsor Capital Management reported no remaining Invesco Mortgage Capital position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 50 Invesco Mortgage Capital shares in Q4 2015, an estimated $6K.
  • Windsor Capital Management first reported a position in Invesco Mortgage Capital in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Invesco Mortgage Capital position peaked at $6K in Q3 2015.
  • 165 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.