FNBT
CMO

FineMark National Bank & Trust’s Capstead Mortgage Corp. CMO Stock Holding History

FineMark National Bank & Trust’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
2013
Q3 		– Sell
-135
Closed -$2K – 1682
2013
Q2 		$2K Buy
+135
New +$1.71K ﹤0.01% 1301

Other funds holding CMO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FineMark National Bank & Trust's CMO Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of Capstead Mortgage Corp. (CMO) in Q3 2013, closing a stake of 135 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in CMO in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 165 funds tracked by Wall St. Rank hold CMO as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining Capstead Mortgage Corp. position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 135 Capstead Mortgage Corp. shares in Q3 2013, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Capstead Mortgage Corp. in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Capstead Mortgage Corp. position peaked at $2K in Q2 2013.
  • 165 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.