EWM
CMO

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

Edge 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
2020
Q2 		– Sell
-83,680
Closed -$361K – 729
2020
Q1 		$361K Buy
+83,680
New +$597K 0.08% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's CMO Position: Q2 2020 in Review

Edge Wealth Management sold out of Capstead Mortgage Corp. (CMO) in Q2 2020, closing a stake of 83,680 shares — an estimated $361K sold.

Edge Wealth Management first reported a position in CMO in Q1 2020 and held it in 1 quarter. The position peaked at $361K in Q1 2020. 153 funds tracked by Wall St. Rank hold CMO as of Q2 2020.

  • Edge Wealth Management reported no remaining Capstead Mortgage Corp. position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 83,680 Capstead Mortgage Corp. shares in Q2 2020, an estimated $361K.
  • Edge Wealth Management first reported a position in Capstead Mortgage Corp. in Q1 2020 and held it in 1 quarter.
  • Edge Wealth Management's Capstead Mortgage Corp. position peaked at $361K in Q1 2020.
  • 153 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.