WA
CMO

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

WFG 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
Q2 		$4K Buy
401
+296
+282% +$3.17K ﹤0.01% 1352
2017
Q1 		$1K Sell
105
-312
-75% -$3.29K ﹤0.01% 1471
2016
Q4 		$4K Buy
+417
New +$4.09K ﹤0.01% 1338
2014
Q1 		– Sell
-956
Closed -$12K – 2417
2013
Q4 		$12K Sell
956
-55
-5% -$657 ﹤0.01% 1535
2013
Q3 		$12K Sell
1,011
-535
-35% -$6.33K ﹤0.01% 1474
2013
Q2 		$19K Buy
+1,546
New +$19.6K ﹤0.01% 1245

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WFG Advisors's CMO Position: Q2 2017 in Review

WFG Advisors increased its Capstead Mortgage Corp. (CMO) stake by 282% in Q2 2017, buying an estimated $3.17K and bringing the position to 401 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

WFG Advisors first reported a position in CMO in Q2 2013 and has held it in 6 quarters since. The position peaked at $19K in Q2 2013. 185 funds tracked by Wall St. Rank hold CMO as of Q2 2017.

  • WFG Advisors held 401 shares of Capstead Mortgage Corp. worth $4K as of Q2 2017.
  • WFG Advisors bought 296 Capstead Mortgage Corp. shares in Q2 2017, an estimated $3.17K.
  • Capstead Mortgage Corp. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1352 holding.
  • WFG Advisors first reported a position in Capstead Mortgage Corp. in Q2 2013 and has held it in 6 quarters since.
  • WFG Advisors's Capstead Mortgage Corp. position peaked at $19K in Q2 2013.
  • 185 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.