EWM
WMC

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

Empirical 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
2021
Q4 		– Sell
-8,366
Closed -$218K – 543
2021
Q3 		$218K Buy
+8,366
New +$238K 0.01% 423

Other funds holding WMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Wealth Management's WMC Position: Q4 2021 in Review

Empirical Wealth Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2021, closing a stake of 8,366 shares — an estimated $218K sold.

Empirical Wealth Management first reported a position in WMC in Q3 2021 and held it in 1 quarter. The position peaked at $218K in Q3 2021. 59 funds tracked by Wall St. Rank hold WMC as of Q4 2021.

  • Empirical Wealth Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 8,366 Western Asset Mortgage Capital Corporation shares in Q4 2021, an estimated $218K.
  • Empirical Wealth Management first reported a position in Western Asset Mortgage Capital Corporation in Q3 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Western Asset Mortgage Capital Corporation position peaked at $218K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.