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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

PIM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IFP Advisors's CMO Position: Q2 2018 in Review

IFP Advisors sold out of Capstead Mortgage Corp. (CMO) in Q2 2018, closing a stake of 233 shares — an estimated $2K sold.

IFP Advisors first reported a position in CMO in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2017. 178 funds tracked by Wall St. Rank hold CMO as of Q2 2018.

IFP Advisors reported no remaining Capstead Mortgage Corp. position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 233 Capstead Mortgage Corp. shares in Q2 2018, an estimated $2K.
IFP Advisors first reported a position in Capstead Mortgage Corp. in Q4 2015 and held it in 7 quarters.
IFP Advisors's Capstead Mortgage Corp. position peaked at $4K in Q3 2017.
178 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.