Creative Planning
WMC

Creative Planning’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Creative Planning’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
Q2 		– Sell
-780
Closed -$3K – 3320
2015
Q1 		$3K Buy
+780
New +$112K ﹤0.01% 3788

Other funds holding WMC

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's WMC Position: Q4 2019 in Review

Creative Planning sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2019, closing a stake of 8,046 shares — an estimated $776K sold.

Creative Planning first reported a position in WMC in Q2 2013 and held it in 24 quarters. The position peaked at $3.85M in Q1 2015. 112 funds tracked by Wall St. Rank hold WMC as of Q4 2019.

  • Creative Planning reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2019 after selling out during the quarter.
  • Creative Planning sold 8,046 Western Asset Mortgage Capital Corporation shares in Q4 2019, an estimated $776K.
  • Creative Planning first reported a position in Western Asset Mortgage Capital Corporation in Q2 2013 and held it in 24 quarters.
  • Creative Planning's Western Asset Mortgage Capital Corporation position peaked at $3.85M in Q1 2015.
  • 112 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.