JIM
CMO

Jupiter Investment Management’s Capstead Mortgage Corp. CMO Stock Holding History

Jupiter Investment 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
2018
Q1 		– Sell
-15,569
Closed -$134K – 474
2017
Q4 		$134K Buy
+15,569
New +$143K ﹤0.01% 320

Other funds holding CMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jupiter Investment Management's CMO Position: Q1 2018 in Review

Jupiter Investment Management sold out of Capstead Mortgage Corp. (CMO) in Q1 2018, closing a stake of 15,569 shares — an estimated $134K sold.

Jupiter Investment Management first reported a position in CMO in Q4 2017 and held it in 1 quarter. The position peaked at $134K in Q4 2017. 184 funds tracked by Wall St. Rank hold CMO as of Q1 2018.

  • Jupiter Investment Management reported no remaining Capstead Mortgage Corp. position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 15,569 Capstead Mortgage Corp. shares in Q1 2018, an estimated $134K.
  • Jupiter Investment Management first reported a position in Capstead Mortgage Corp. in Q4 2017 and held it in 1 quarter.
  • Jupiter Investment Management's Capstead Mortgage Corp. position peaked at $134K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.