EWM
WAC

Edge Wealth Management’s Walter Investment Mgt Corp WAC Stock Holding History

Edge Wealth Management’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-66,940
Closed -$40K – 588
2017
Q3 		$40K Buy
+66,940
New +$38.8K 0.01% 239

Other funds holding WAC

BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Edge Wealth Management's WAC Position: Q4 2017 in Review

Edge Wealth Management sold out of Walter Investment Mgt Corp (WAC) in Q4 2017, closing a stake of 66,940 shares — an estimated $40K sold.

Edge Wealth Management first reported a position in WAC in Q3 2017 and held it in 1 quarter. The position peaked at $40K in Q3 2017. 34 funds tracked by Wall St. Rank hold WAC as of Q4 2017.

  • Edge Wealth Management reported no remaining Walter Investment Mgt Corp position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 66,940 Walter Investment Mgt Corp shares in Q4 2017, an estimated $40K.
  • Edge Wealth Management first reported a position in Walter Investment Mgt Corp in Q3 2017 and held it in 1 quarter.
  • Edge Wealth Management's Walter Investment Mgt Corp position peaked at $40K in Q3 2017.
  • 34 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.