BFEC
CMO

Benjamin F. Edwards & Company’s Capstead Mortgage Corp. CMO Stock Holding History

Benjamin F. Edwards & 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
Q1 		– Sell
-140
Closed -$1K – 1965
2019
Q4 		$1K Buy
+140
New +$1.08K ﹤0.01% 1852
2014
Q1 		– Sell
-256
Closed -$3K – 1032
2013
Q4 		$3K Buy
+256
New +$3.06K ﹤0.01% 841

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin F. Edwards & Company's CMO Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of Capstead Mortgage Corp. (CMO) in Q1 2020, closing a stake of 140 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in CMO in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 156 funds tracked by Wall St. Rank hold CMO as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining Capstead Mortgage Corp. position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 140 Capstead Mortgage Corp. shares in Q1 2020, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Capstead Mortgage Corp. in Q4 2013 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Capstead Mortgage Corp. position peaked at $3K in Q4 2013.
  • 156 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.