ZIM
CMO

Zacks Investment Management’s Capstead Mortgage Corp. CMO Stock Holding History

Zacks Investment 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
2016
Q3 		– Sell
-19,184
Closed -$186K – 790
2016
Q2 		$186K Buy
+19,184
New +$187K 0.01% 577
2014
Q2 		– Sell
-17,935
Closed -$227K – 847
2014
Q1 		$227K Buy
+17,935
New +$226K 0.01% 611

Other funds holding CMO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zacks Investment Management's CMO Position: Q3 2016 in Review

Zacks Investment Management sold out of Capstead Mortgage Corp. (CMO) in Q3 2016, closing a stake of 19,184 shares — an estimated $186K sold.

Zacks Investment Management first reported a position in CMO in Q1 2014 and held it in 2 quarters. The position peaked at $227K in Q1 2014. 201 funds tracked by Wall St. Rank hold CMO as of Q3 2016.

  • Zacks Investment Management reported no remaining Capstead Mortgage Corp. position as of Q3 2016 after selling out during the quarter.
  • Zacks Investment Management sold 19,184 Capstead Mortgage Corp. shares in Q3 2016, an estimated $186K.
  • Zacks Investment Management first reported a position in Capstead Mortgage Corp. in Q1 2014 and held it in 2 quarters.
  • Zacks Investment Management's Capstead Mortgage Corp. position peaked at $227K in Q1 2014.
  • 201 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q3 2016.

Based on Zacks Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.