BRWA
WMC

B. Riley Wealth Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-579
Closed -$85 – 2166
2014
Q4 		$85 Buy
+579
New +$86.4K ﹤0.01% 1818
2014
Q3 		– Sell
-534
Closed -$75.6K – 2041
2014
Q2 		$75.6K Hold
534
– – 0.02% 842
2014
Q1 		$83K Sell
534
-46
-8% -$7.2K 0.03% 655
2013
Q4 		$86K Sell
580
-95
-14% -$15.3K 0.03% 580
2013
Q3 		$108K Sell
675
-190
-22% -$30.8K 0.04% 522
2013
Q2 		$151K Buy
+865
New +$177K 0.05% 426

Other funds holding WMC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

B. Riley Wealth Advisors's WMC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2015, closing a stake of 579 shares — an estimated $85 sold.

B. Riley Wealth Advisors first reported a position in WMC in Q2 2013 and held it in 6 quarters. The position peaked at $151K in Q2 2013. 94 funds tracked by Wall St. Rank hold WMC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 579 Western Asset Mortgage Capital Corporation shares in Q1 2015, an estimated $85.
  • B. Riley Wealth Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Western Asset Mortgage Capital Corporation position peaked at $151K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.