WSTAM
CMO

Wilbanks Smith & Thomas Asset Management’s Capstead Mortgage Corp. CMO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-2,535
Closed -$20K – 1591
2018
Q3 		$20K Buy
+2,535
New +$21.4K ﹤0.01% 888

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilbanks Smith & Thomas Asset Management's CMO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Capstead Mortgage Corp. (CMO) in Q4 2018, closing a stake of 2,535 shares — an estimated $20K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CMO in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 164 funds tracked by Wall St. Rank hold CMO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Capstead Mortgage Corp. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,535 Capstead Mortgage Corp. shares in Q4 2018, an estimated $20K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Capstead Mortgage Corp. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Capstead Mortgage Corp. position peaked at $20K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.