APP
CMO

Avantax Planning Partners’s Capstead Mortgage Corp. CMO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,145
Closed -$9K – 1470
2018
Q3 		$9K Buy
+1,145
New +$9.65K ﹤0.01% 930
2018
Q2 		– Sell
-1,145
Closed -$10K – 1879
2018
Q1 		$10K Buy
+1,145
New +$9.91K ﹤0.01% 1080
2017
Q4 		– Sell
-12,621
Closed -$122K – 376
2017
Q3 		$122K Hold
12,621
– – 0.01% 359
2017
Q2 		$132K Buy
12,621
+71
+0.6% +$760 0.01% 330
2017
Q1 		$132K Hold
12,550
– – 0.01% 320
2016
Q4 		$128K Buy
+12,550
New +$123K 0.01% 307

Other funds holding CMO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM