Accurate Investment Solutions’s Capstead Mortgage Corp. CMO Stock Holding History

Accurate Investment Solutions’s Portfolio CMO Stock Details CMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-181	Closed	-$1K	–	400
2018 Q4	$1K	Buy	181 +3	+2%	+$22	﹤0.01%	331
2018 Q3	$1K	Buy	178 +3	+2%	+$25	﹤0.01%	373
2018 Q2	$2K	Buy	175 +3	+2%	+$27	﹤0.01%	444
2018 Q1	$1K	Buy	172 +4	+2%	+$35	﹤0.01%	479
2017 Q4	$1K	Buy	168 +3	+2%	+$28	﹤0.01%	479
2017 Q3	$2K	Buy	165 +3	+2%	+$30	﹤0.01%	431
2017 Q2	$2K	Buy	162 +3	+2%	+$32	﹤0.01%	326
2017 Q1	$2K	Buy	159 +4	+3%	+$42	﹤0.01%	288
2016 Q4	$2K	Buy	155 +3	+2%	+$29	﹤0.01%	282
2016 Q3	$1K	Buy	152 +4	+3%	+$40	﹤0.01%	300
2016 Q2	$1K	Buy	148 +4	+3%	+$39	﹤0.01%	300
2016 Q1	$1K	Buy	144 +5	+4%	+$46	﹤0.01%	381
2015 Q4	$1K	Buy	+139	New	+$1.34K	﹤0.01%	315

Other funds holding CMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Accurate Investment Solutions's CMO Position: Q1 2019 in Review

Accurate Investment Solutions sold out of Capstead Mortgage Corp. (CMO) in Q1 2019, closing a stake of 181 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in CMO in Q4 2015 and held it in 13 quarters. The position peaked at $2K in Q2 2018. 172 funds tracked by Wall St. Rank hold CMO as of Q1 2019.

Accurate Investment Solutions reported no remaining Capstead Mortgage Corp. position as of Q1 2019 after selling out during the quarter.
Accurate Investment Solutions sold 181 Capstead Mortgage Corp. shares in Q1 2019, an estimated $1K.
Accurate Investment Solutions first reported a position in Capstead Mortgage Corp. in Q4 2015 and held it in 13 quarters.
Accurate Investment Solutions's Capstead Mortgage Corp. position peaked at $2K in Q2 2018.
172 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2019.

Based on Accurate Investment Solutions's 13F filing for Q1 2019, filed 9 Apr 2019.