Northwestern Mutual Wealth Management
CMO

Northwestern Mutual Wealth Management’s Capstead Mortgage Corp. CMO Stock Holding History

Northwestern Mutual Wealth 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
2019
Q4 		– Sell
-87
Closed -$1K – 2780
2019
Q3 		$1K Buy
+87
New +$699 ﹤0.01% 2443
2018
Q4 		– Sell
-757
Closed -$6K – 2809
2018
Q3 		$6K Buy
+757
New +$6.38K ﹤0.01% 2080
2018
Q2 		– Sell
-1,000
Closed -$9K – 2592
2018
Q1 		$9K Buy
+1,000
New +$8.66K ﹤0.01% 1799

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's CMO Position: Q4 2019 in Review

Northwestern Mutual Wealth Management sold out of Capstead Mortgage Corp. (CMO) in Q4 2019, closing a stake of 87 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in CMO in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 166 funds tracked by Wall St. Rank hold CMO as of Q4 2019.

  • Northwestern Mutual Wealth Management reported no remaining Capstead Mortgage Corp. position as of Q4 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 87 Capstead Mortgage Corp. shares in Q4 2019, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Capstead Mortgage Corp. in Q1 2018 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Capstead Mortgage Corp. position peaked at $9K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.