EWM
CMO

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

Evercore Wealth Management’s Portfolio CMO Stock Details CMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,750
Closed -$22K – 949
2013
Q4 		$22K Buy
1,750
+250
+17% +$3.14K ﹤0.01% 676
2013
Q3 		$18K Sell
1,500
-500
-25% -$6K ﹤0.01% 703
2013
Q2 		$24K Buy
+2,000
New +$24K ﹤0.01% 639