FANJ
CMO

Financial Architects (New Jersey)’s Capstead Mortgage Corp. CMO Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-1,000
Closed -$7K – 1047
2019
Q3 		$7K Hold
1,000
– – ﹤0.01% 796
2019
Q2 		$8K Buy
+1,000
New +$8.41K ﹤0.01% 942
2019
Q1 		– Hold
0
– – – 1127

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Architects (New Jersey)'s CMO Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Capstead Mortgage Corp. (CMO) in Q4 2019, closing a stake of 1,000 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in CMO in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 166 funds tracked by Wall St. Rank hold CMO as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Capstead Mortgage Corp. position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Capstead Mortgage Corp. shares in Q4 2019, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Capstead Mortgage Corp. in Q2 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Capstead Mortgage Corp. position peaked at $8K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.