Bellwether Investment Group’s Capstead Mortgage Corp. CMO Stock Holding History

Bellwether Investment Group’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
2016 Q2	$10K	Buy	+987	New	+$9.62K	0.01%	416

Other funds holding CMO

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PIM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bellwether Investment Group's CMO Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Capstead Mortgage Corp. (CMO) in Q2 2016: 987 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings.

202 funds tracked by Wall St. Rank hold CMO as of Q2 2016.

Bellwether Investment Group held 987 shares of Capstead Mortgage Corp. worth $10K as of Q2 2016.
Capstead Mortgage Corp. was a new Bellwether Investment Group position in Q2 2016.
Capstead Mortgage Corp. made up 0.01% of Bellwether Investment Group's portfolio in Q2 2016, its #416 holding.
202 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.