BIG
WMC

Bellwether Investment Group’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-261
Closed -$25K – 674
2017
Q1 		$25K Hold
261
– – 0.07% 258
2016
Q4 		$26K Buy
+261
New +$26.9K 0.02% 379
2016
Q2 		$24K Buy
+261
New +$25K 0.03% 318

Other funds holding WMC

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bellwether Investment Group's WMC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Western Asset Mortgage Capital Corporation (WMC) in Q2 2017, closing a stake of 261 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in WMC in Q2 2016 and held it in 3 quarters. The position peaked at $26K in Q4 2016. 91 funds tracked by Wall St. Rank hold WMC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Western Asset Mortgage Capital Corporation position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 261 Western Asset Mortgage Capital Corporation shares in Q2 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in Western Asset Mortgage Capital Corporation in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Western Asset Mortgage Capital Corporation position peaked at $26K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.