AWA
CMO

Arkadios Wealth Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-8,430
Closed -$47K – 1091
2020
Q2 		$47K Buy
+8,430
New +$42.3K 0.03% 387

Other funds holding CMO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's CMO Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of Capstead Mortgage Corp. (CMO) in Q3 2020, closing a stake of 8,430 shares — an estimated $47K sold.

Arkadios Wealth Advisors first reported a position in CMO in Q2 2020 and held it in 1 quarter. The position peaked at $47K in Q2 2020. 153 funds tracked by Wall St. Rank hold CMO as of Q3 2020.

  • Arkadios Wealth Advisors reported no remaining Capstead Mortgage Corp. position as of Q3 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,430 Capstead Mortgage Corp. shares in Q3 2020, an estimated $47K.
  • Arkadios Wealth Advisors first reported a position in Capstead Mortgage Corp. in Q2 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Capstead Mortgage Corp. position peaked at $47K in Q2 2020.
  • 153 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.