PCIA
CMO

Prime Capital Investment Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Prime Capital Investment 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
Q3 		– Sell
-1,202
Closed -$11K – 392
2018
Q2 		$11K Sell
1,202
-1
-0.1% -$9 ﹤0.01% 268
2018
Q1 		$10K Buy
1,203
+1,202
+120,200% +$10.4K 0.01% 209
2017
Q4 		$0 Buy
+1
New +$9 ﹤0.01% 248

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prime Capital Investment Advisors's CMO Position: Q3 2018 in Review

Prime Capital Investment Advisors sold out of Capstead Mortgage Corp. (CMO) in Q3 2018, closing a stake of 1,202 shares — an estimated $11K sold.

Prime Capital Investment Advisors first reported a position in CMO in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 172 funds tracked by Wall St. Rank hold CMO as of Q3 2018.

  • Prime Capital Investment Advisors reported no remaining Capstead Mortgage Corp. position as of Q3 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,202 Capstead Mortgage Corp. shares in Q3 2018, an estimated $11K.
  • Prime Capital Investment Advisors first reported a position in Capstead Mortgage Corp. in Q4 2017 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Capstead Mortgage Corp. position peaked at $11K in Q2 2018.
  • 172 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q3 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.