IGGA
CMO

Iron Gate Global Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Iron Gate Global 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
Q4 		– Sell
-100
Closed -$1K – 247
2018
Q3 		$1K Hold
100
– – ﹤0.01% 238
2018
Q2 		$1K Buy
+100
New +$896 ﹤0.01% 213

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Iron Gate Global Advisors's CMO Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Capstead Mortgage Corp. (CMO) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Iron Gate Global Advisors first reported a position in CMO in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 164 funds tracked by Wall St. Rank hold CMO as of Q4 2018.

  • Iron Gate Global Advisors reported no remaining Capstead Mortgage Corp. position as of Q4 2018 after selling out during the quarter.
  • Iron Gate Global Advisors sold 100 Capstead Mortgage Corp. shares in Q4 2018, an estimated $1K.
  • Iron Gate Global Advisors first reported a position in Capstead Mortgage Corp. in Q2 2018 and held it in 2 quarters.
  • Iron Gate Global Advisors's Capstead Mortgage Corp. position peaked at $1K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.