Cambridge Investment Research Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Cambridge Investment Research 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
2018 Q2	–	Sell	-10,002	Closed	-$87K	–	2297
2018 Q1	$87K	Buy	+10,002	New	+$86.6K	﹤0.01%	2064
2015 Q3	–	Sell	-15,026	Closed	-$167K	–	1662
2015 Q2	$167K	Buy	15,026 +604	+4%	+$7.12K	﹤0.01%	1310
2015 Q1	$170K	Sell	14,422 -1,143	-7%	-$13.8K	﹤0.01%	1281
2014 Q4	$191K	Buy	15,565 +1,253	+9%	+$15.9K	0.01%	1225
2014 Q3	$175K	Buy	14,312 +550	+4%	+$7.17K	0.01%	1336
2014 Q2	$181K	Buy	13,762 +469	+4%	+$6.09K	0.01%	1223
2014 Q1	$168K	Sell	13,293 -10,002	-43%	-$126K	0.01%	1180
2013 Q4	$281K	Buy	23,295 +696	+3%	+$8.31K	0.01%	917
2013 Q3	$266K	Buy	22,599 +355	+2%	+$4.2K	0.01%	901
2013 Q2	$269K	Buy	+22,244	New	+$282K	0.01%	803

Other funds holding CMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cambridge Investment Research Advisors's CMO Position: Q2 2018 in Review

Cambridge Investment Research Advisors sold out of Capstead Mortgage Corp. (CMO) in Q2 2018, closing a stake of 10,002 shares — an estimated $87K sold.

Cambridge Investment Research Advisors first reported a position in CMO in Q2 2013 and held it in 10 quarters. The position peaked at $281K in Q4 2013. 178 funds tracked by Wall St. Rank hold CMO as of Q2 2018.

Cambridge Investment Research Advisors reported no remaining Capstead Mortgage Corp. position as of Q2 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,002 Capstead Mortgage Corp. shares in Q2 2018, an estimated $87K.
Cambridge Investment Research Advisors first reported a position in Capstead Mortgage Corp. in Q2 2013 and held it in 10 quarters.
Cambridge Investment Research Advisors's Capstead Mortgage Corp. position peaked at $281K in Q4 2013.
178 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.