United Capital Financial Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

United Capital Financial 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	-22,749	Closed	-$232K	–	1315
2016 Q4	$232K	Buy	22,749 +6,638	+41%	+$65.1K	﹤0.01%	1126
2016 Q3	$152K	Sell	16,111 -781	-5%	-$7.78K	﹤0.01%	1211
2016 Q2	$169K	Buy	+16,892	New	+$165K	﹤0.01%	1188
2015 Q1	–	Sell	-18,055	Closed	-$222K	–	1306
2014 Q4	$222K	Buy	18,055 +4,203	+30%	+$53.4K	﹤0.01%	1068
2014 Q3	$170K	Buy	+13,852	New	+$181K	﹤0.01%	1057

Other funds holding CMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's CMO Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Capstead Mortgage Corp. (CMO) in Q1 2017, closing a stake of 22,749 shares — an estimated $232K sold.

United Capital Financial Advisors first reported a position in CMO in Q3 2014 and held it in 5 quarters. The position peaked at $232K in Q4 2016. 182 funds tracked by Wall St. Rank hold CMO as of Q1 2017.

United Capital Financial Advisors reported no remaining Capstead Mortgage Corp. position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 22,749 Capstead Mortgage Corp. shares in Q1 2017, an estimated $232K.
United Capital Financial Advisors first reported a position in Capstead Mortgage Corp. in Q3 2014 and held it in 5 quarters.
United Capital Financial Advisors's Capstead Mortgage Corp. position peaked at $232K in Q4 2016.
182 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.