Rational Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Rational 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
2017 Q1	–	Sell	-28,800	Closed	-$293K	–	321
2016 Q4	$293K	Buy	+28,800	New	+$283K	0.28%	80

Other funds holding CMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rational Advisors's CMO Position: Q1 2017 in Review

Rational Advisors sold out of Capstead Mortgage Corp. (CMO) in Q1 2017, closing a stake of 28,800 shares — an estimated $293K sold.

Rational Advisors first reported a position in CMO in Q4 2016 and held it in 1 quarter. The position peaked at $293K in Q4 2016. 182 funds tracked by Wall St. Rank hold CMO as of Q1 2017.

Rational Advisors reported no remaining Capstead Mortgage Corp. position as of Q1 2017 after selling out during the quarter.
Rational Advisors sold 28,800 Capstead Mortgage Corp. shares in Q1 2017, an estimated $293K.
Rational Advisors first reported a position in Capstead Mortgage Corp. in Q4 2016 and held it in 1 quarter.
Rational Advisors's Capstead Mortgage Corp. position peaked at $293K in Q4 2016.
182 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2017.

Based on Rational Advisors's 13F filing for Q1 2017, filed 9 May 2017.