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

Gupta 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
2016 Q1	–	Sell	-700	Closed	-$6K	–	1368
2015 Q4	$6K	Hold	700	–	–	﹤0.01%	1005
2015 Q3	$7K	Hold	700	–	–	﹤0.01%	1009
2015 Q2	$8K	Hold	700	–	–	﹤0.01%	961
2015 Q1	$8K	Buy	+700	New	+$8.42K	﹤0.01%	820

Other funds holding CMO

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gupta Wealth Management's CMO Position: Q1 2016 in Review

Gupta Wealth Management sold out of Capstead Mortgage Corp. (CMO) in Q1 2016, closing a stake of 700 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in CMO in Q1 2015 and held it in 4 quarters. The position peaked at $8K in Q2 2015. 196 funds tracked by Wall St. Rank hold CMO as of Q1 2016.

Gupta Wealth Management reported no remaining Capstead Mortgage Corp. position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 700 Capstead Mortgage Corp. shares in Q1 2016, an estimated $6K.
Gupta Wealth Management first reported a position in Capstead Mortgage Corp. in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Capstead Mortgage Corp. position peaked at $8K in Q2 2015.
196 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.