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Berman Capital Advisors’s Costamare CMRE Stock Holding History

Berman Capital Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$19K Sell
1,259
-304
-19% -$3.92K ﹤0.01% 993
2021
Q2 		$18K Hold
1,563
– – ﹤0.01% 939
2021
Q1 		$15K Hold
1,563
– – ﹤0.01% 886
2020
Q4 		$12K Hold
1,563
– – ﹤0.01% 843
2020
Q3 		$9K Buy
+1,563
New +$8K ﹤0.01% 821

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Berman Capital Advisors's CMRE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Costamare (CMRE) stake by 19% in Q3 2021, selling an estimated $3.92K and leaving 1,259 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Berman Capital Advisors first reported a position in CMRE in Q3 2020 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold CMRE as of Q3 2021.

  • Berman Capital Advisors held 1,259 shares of Costamare worth $19K as of Q3 2021.
  • Berman Capital Advisors sold 304 Costamare shares in Q3 2021, an estimated $3.92K.
  • Costamare made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #993 holding.
  • Berman Capital Advisors first reported a position in Costamare in Q3 2020 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Costamare as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.