JIP
CMO

Jaffetilchin Investment Partners’s Capstead Mortgage Corp. CMO Stock Holding History

Jaffetilchin Investment Partners’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
2013
Q4 		– Sell
-21,847
Closed -$257K – 220
2013
Q3 		$257K Sell
21,847
-4,789
-18% -$56.7K 0.15% 152
2013
Q2 		$322K Buy
+26,636
New +$337K 0.22% 116

Other funds holding CMO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jaffetilchin Investment Partners's CMO Position: Q4 2013 in Review

Jaffetilchin Investment Partners sold out of Capstead Mortgage Corp. (CMO) in Q4 2013, closing a stake of 21,847 shares — an estimated $257K sold.

Jaffetilchin Investment Partners first reported a position in CMO in Q2 2013 and held it in 2 quarters. The position peaked at $322K in Q2 2013. 166 funds tracked by Wall St. Rank hold CMO as of Q4 2013.

  • Jaffetilchin Investment Partners reported no remaining Capstead Mortgage Corp. position as of Q4 2013 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 21,847 Capstead Mortgage Corp. shares in Q4 2013, an estimated $257K.
  • Jaffetilchin Investment Partners first reported a position in Capstead Mortgage Corp. in Q2 2013 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Capstead Mortgage Corp. position peaked at $322K in Q2 2013.
  • 166 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2013.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2013, filed 14 Jan 2014.