MOACM
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Mutual of America Capital Management’s CrossAmerica Partners CAPL Stock Holding History

Mutual of America Capital Management’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-136,205
Closed -$1.1M – 1685
2020
Q1 		$1.1M Sell
136,205
-37,204
-21% -$608K 0.02% 953
2019
Q4 		$3.13M Buy
173,409
+3,744
+2% +$66.6K 0.04% 699
2019
Q3 		$2.89M Buy
169,665
+6,418
+4% +$109K 0.04% 699
2019
Q2 		$2.62M Sell
163,247
-4,582
-3% -$77K 0.04% 754
2019
Q1 		$3.06M Sell
167,829
-389
-0.2% -$6.69K 0.04% 651
2018
Q4 		$2.38M Sell
168,218
-3,764
-2% -$60.6K 0.04% 709
2018
Q3 		$3.11M Buy
171,982
+3,885
+2% +$69.9K 0.04% 673
2018
Q2 		$2.84M Buy
168,097
+15,005
+10% +$283K 0.04% 725
2018
Q1 		$3.15M Sell
153,092
-622
-0.4% -$14.4K 0.05% 630
2017
Q4 		$3.65M Buy
153,714
+25,939
+20% +$648K 0.06% 560
2017
Q3 		$3.48M Buy
127,775
+3,504
+3% +$94.2K 0.06% 562
2017
Q2 		$3.17M Buy
124,271
+22,370
+22% +$560K 0.05% 586
2017
Q1 		$2.67M Buy
101,901
+760
+0.8% +$19.8K 0.05% 674
2016
Q4 		$2.55M Buy
101,141
+10,469
+12% +$270K 0.05% 661
2016
Q3 		$2.3M Buy
90,672
+443
+0.5% +$11K 0.05% 678
2016
Q2 		$2.21M Buy
90,229
+10,916
+14% +$260K 0.05% 648
2016
Q1 		$1.93M Buy
79,313
+13,935
+21% +$307K 0.04% 684
2015
Q4 		$1.7M Buy
+65,378
New +$1.62M 0.04% 752

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mutual of America Capital Management's CAPL Position: Q2 2020 in Review

Mutual of America Capital Management sold out of CrossAmerica Partners (CAPL) in Q2 2020, closing a stake of 136,205 shares — an estimated $1.1M sold.

Mutual of America Capital Management first reported a position in CAPL in Q4 2015 and held it in 18 quarters. The position peaked at $3.65M in Q4 2017. 46 funds tracked by Wall St. Rank hold CAPL as of Q2 2020.

  • Mutual of America Capital Management reported no remaining CrossAmerica Partners position as of Q2 2020 after selling out during the quarter.
  • Mutual of America Capital Management sold 136,205 CrossAmerica Partners shares in Q2 2020, an estimated $1.1M.
  • Mutual of America Capital Management first reported a position in CrossAmerica Partners in Q4 2015 and held it in 18 quarters.
  • Mutual of America Capital Management's CrossAmerica Partners position peaked at $3.65M in Q4 2017.
  • 46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2020.

Based on Mutual of America Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.