AIC
CMO

Ameritas Investment Company’s Capstead Mortgage Corp. CMO Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-500
Closed -$2K – 1850
2020
Q1 		$2K Buy
+500
New +$3.56K ﹤0.01% 1618
2019
Q4 		– Sell
-500
Closed -$4K – 1717
2019
Q3 		$4K Buy
+500
New +$4.02K ﹤0.01% 1358
2019
Q1 		– Sell
-2,100
Closed -$14K – 2112
2018
Q4 		$14K Buy
+2,100
New +$15.5K ﹤0.01% 969

Other funds holding CMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Company's CMO Position: Q2 2020 in Review

Ameritas Investment Company sold out of Capstead Mortgage Corp. (CMO) in Q2 2020, closing a stake of 500 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in CMO in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2018. 153 funds tracked by Wall St. Rank hold CMO as of Q2 2020.

  • Ameritas Investment Company reported no remaining Capstead Mortgage Corp. position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 500 Capstead Mortgage Corp. shares in Q2 2020, an estimated $2K.
  • Ameritas Investment Company first reported a position in Capstead Mortgage Corp. in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's Capstead Mortgage Corp. position peaked at $14K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.