AAS
WMC

Avantax Advisory Services’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Avantax Advisory Services’s Portfolio WMC Stock Details WMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,606
Closed -$53K – 1391
2020
Q3 		$53K Buy
+2,606
New +$57.7K ﹤0.01% 1335

Other funds holding WMC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avantax Advisory Services's WMC Position: Q4 2020 in Review

Avantax Advisory Services sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2020, closing a stake of 2,606 shares — an estimated $53K sold.

Avantax Advisory Services first reported a position in WMC in Q3 2020 and held it in 1 quarter. The position peaked at $53K in Q3 2020. 81 funds tracked by Wall St. Rank hold WMC as of Q4 2020.

  • Avantax Advisory Services reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 2,606 Western Asset Mortgage Capital Corporation shares in Q4 2020, an estimated $53K.
  • Avantax Advisory Services first reported a position in Western Asset Mortgage Capital Corporation in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Western Asset Mortgage Capital Corporation position peaked at $53K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.