EWA
WMC

EverSource Wealth Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-6
Closed -$55 – 2711
2023
Q2 		$55 Hold
6
– – ﹤0.01% 2457
2023
Q1 		$57 Buy
+6
New +$59 ﹤0.01% 2348

Other funds holding WMC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's WMC Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q3 2023, closing a stake of 6 shares — an estimated $55 sold.

EverSource Wealth Advisors first reported a position in WMC in Q1 2023 and held it in 2 quarters. The position peaked at $57 in Q1 2023. 27 funds tracked by Wall St. Rank hold WMC as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 Western Asset Mortgage Capital Corporation shares in Q3 2023, an estimated $55.
  • EverSource Wealth Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q1 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Western Asset Mortgage Capital Corporation position peaked at $57 in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.