IA
CMO

IFP Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

IFP Advisors’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
2018
Q2 		– Sell
-233
Closed -$2K – 4277
2018
Q1 		$2K Hold
233
– – ﹤0.01% 3594
2017
Q4 		$2K Sell
233
-180
-44% -$1.65K ﹤0.01% 3645
2017
Q3 		$4K Buy
413
+233
+129% +$2.29K ﹤0.01% 3579
2017
Q2 		$2K Hold
180
– – ﹤0.01% 3837
2017
Q1 		$2K Hold
180
– – ﹤0.01% 3756
2016
Q4 		$2K Buy
+180
New +$1.77K ﹤0.01% 3729
2016
Q1 		– Sell
-100
Closed -$1K – 4432
2015
Q4 		$1K Buy
+100
New +$964 ﹤0.01% 3680

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM