GBBWRPM
CMO

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Capstead Mortgage Corp. CMO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-100
Closed -$2K – 530
2016
Q4 		$2K Hold
100
– – ﹤0.01% 455
2016
Q3 		$0 Hold
100
– – ﹤0.01% 483
2016
Q2 		$0 Buy
+100
New +$975 ﹤0.01% 487

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PIM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CMO Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Capstead Mortgage Corp. (CMO) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CMO in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 182 funds tracked by Wall St. Rank hold CMO as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Capstead Mortgage Corp. position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Capstead Mortgage Corp. shares in Q1 2017, an estimated $2K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Capstead Mortgage Corp. in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Capstead Mortgage Corp. position peaked at $2K in Q4 2016.
  • 182 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.