CWM
CMO

Cornerstone Wealth Management’s Capstead Mortgage Corp. CMO Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-9,680
Closed -$1M – 1330
2018
Q3 		$1M Buy
+9,680
New +$81.6K 0.01% 708

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cornerstone Wealth Management's CMO Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Capstead Mortgage Corp. (CMO) in Q4 2018, closing a stake of 9,680 shares — an estimated $1M sold.

Cornerstone Wealth Management first reported a position in CMO in Q3 2018 and held it in 1 quarter. The position peaked at $1M in Q3 2018. 164 funds tracked by Wall St. Rank hold CMO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Capstead Mortgage Corp. position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,680 Capstead Mortgage Corp. shares in Q4 2018, an estimated $1M.
  • Cornerstone Wealth Management first reported a position in Capstead Mortgage Corp. in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Capstead Mortgage Corp. position peaked at $1M in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.