WIA
CMO

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

Wealthstreet 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
2020
Q1 		– Sell
-10,000
Closed -$79K – 356
2019
Q4 		$79K Hold
10,000
– – 0.01% 346
2019
Q3 		$78K Hold
10,000
– – 0.01% 333
2019
Q2 		$84K Hold
10,000
– – 0.01% 337
2019
Q1 		$86K Hold
10,000
– – 0.01% 339
2018
Q4 		$72K Buy
+10,000
New +$73.8K 0.01% 327

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's CMO Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Capstead Mortgage Corp. (CMO) in Q1 2020, closing a stake of 10,000 shares — an estimated $79K sold.

Wealthstreet Investment Advisors first reported a position in CMO in Q4 2018 and held it in 5 quarters. The position peaked at $86K in Q1 2019. 156 funds tracked by Wall St. Rank hold CMO as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining Capstead Mortgage Corp. position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 10,000 Capstead Mortgage Corp. shares in Q1 2020, an estimated $79K.
  • Wealthstreet Investment Advisors first reported a position in Capstead Mortgage Corp. in Q4 2018 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Capstead Mortgage Corp. position peaked at $86K in Q1 2019.
  • 156 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.