EWM
WMC

Edge Wealth Management’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-2,200
Closed -$271K – 491
2015
Q3 		$271K Hold
2,200
– – 0.1% 89
2015
Q2 		$325K Hold
2,200
– – 0.11% 84
2015
Q1 		$333K Buy
2,200
+700
+47% +$101K 0.11% 83
2014
Q4 		$221K Buy
+1,500
New +$224K 0.08% 98

Other funds holding WMC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Wealth Management's WMC Position: Q4 2015 in Review

Edge Wealth Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2015, closing a stake of 2,200 shares — an estimated $271K sold.

Edge Wealth Management first reported a position in WMC in Q4 2014 and held it in 4 quarters. The position peaked at $333K in Q1 2015. 103 funds tracked by Wall St. Rank hold WMC as of Q4 2015.

  • Edge Wealth Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2015 after selling out during the quarter.
  • Edge Wealth Management sold 2,200 Western Asset Mortgage Capital Corporation shares in Q4 2015, an estimated $271K.
  • Edge Wealth Management first reported a position in Western Asset Mortgage Capital Corporation in Q4 2014 and held it in 4 quarters.
  • Edge Wealth Management's Western Asset Mortgage Capital Corporation position peaked at $333K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.