Envestnet Asset Management
WMC

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

Envestnet Asset 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
2020
Q1 		– Sell
-1,424
Closed -$147K – 3192
2019
Q4 		$147K Buy
1,424
+168
+13% +$17K ﹤0.01% 2964
2019
Q3 		$121K Buy
1,256
+52
+4% +$5.13K ﹤0.01% 2943
2019
Q2 		$120K Buy
1,204
+92
+8% +$9.35K ﹤0.01% 2943
2019
Q1 		$114K Buy
+1,112
New +$110K ﹤0.01% 2890

Other funds holding WMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Envestnet Asset Management's WMC Position: Q1 2020 in Review

Envestnet Asset Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2020, closing a stake of 1,424 shares — an estimated $147K sold.

Envestnet Asset Management first reported a position in WMC in Q1 2019 and held it in 4 quarters. The position peaked at $147K in Q4 2019. 106 funds tracked by Wall St. Rank hold WMC as of Q1 2020.

  • Envestnet Asset Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 1,424 Western Asset Mortgage Capital Corporation shares in Q1 2020, an estimated $147K.
  • Envestnet Asset Management first reported a position in Western Asset Mortgage Capital Corporation in Q1 2019 and held it in 4 quarters.
  • Envestnet Asset Management's Western Asset Mortgage Capital Corporation position peaked at $147K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.