Carson Wealth (CWM LLC)
WMC

Carson Wealth (CWM LLC)’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-22
Closed -$2K – 1355
2016
Q4 		$2K Hold
22
– – ﹤0.01% 1015
2016
Q3 		$2K Buy
+22
New +$2.27K ﹤0.01% 932

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Invesco
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UBS Group
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State Street
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Renaissance Technologies
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WMC Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2017, closing a stake of 22 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in WMC in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 85 funds tracked by Wall St. Rank hold WMC as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 Western Asset Mortgage Capital Corporation shares in Q1 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Mortgage Capital Corporation in Q3 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset Mortgage Capital Corporation position peaked at $2K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.