CHAM
FMY

Clear Harbor Asset Management’s First Trust Mortgage Income Fund FMY Stock Holding History

Clear Harbor Asset Management’s Portfolio FMY Stock Details FMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,329
Closed -$60.6K – 421
2019
Q4 		$60.6K Buy
+4,329
New +$60.4K 0.01% 388

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Harbor Asset Management's FMY Position: Q1 2020 in Review

Clear Harbor Asset Management sold out of First Trust Mortgage Income Fund (FMY) in Q1 2020, closing a stake of 4,329 shares — an estimated $60.6K sold.

Clear Harbor Asset Management first reported a position in FMY in Q4 2019 and held it in 1 quarter. The position peaked at $60.6K in Q4 2019. 13 funds tracked by Wall St. Rank hold FMY as of Q1 2020.

  • Clear Harbor Asset Management reported no remaining First Trust Mortgage Income Fund position as of Q1 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 4,329 First Trust Mortgage Income Fund shares in Q1 2020, an estimated $60.6K.
  • Clear Harbor Asset Management first reported a position in First Trust Mortgage Income Fund in Q4 2019 and held it in 1 quarter.
  • Clear Harbor Asset Management's First Trust Mortgage Income Fund position peaked at $60.6K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q1 2020.

Based on Clear Harbor Asset Management's 13F filing for Q1 2020, filed 8 May 2020.