First Foundation Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

First Foundation 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
2020 Q1	–	Sell	-1,500	Closed	-$155K	–	376
2019 Q4	$155K	Buy	1,500 +300	+25%	+$30.4K	0.01%	340
2019 Q3	$116K	Buy	1,200 +200	+20%	+$19.7K	0.01%	345
2019 Q2	$100K	Hold	1,000	–	–	0.01%	336
2019 Q1	$102K	Hold	1,000	–	–	0.01%	322
2018 Q4	$83K	Hold	1,000	–	–	0.01%	368
2018 Q3	$100K	Buy	+1,000	New	+$108K	0.01%	346
2016 Q2	–	Sell	-1,100	Closed	-$111K	–	316
2016 Q1	$111K	Hold	1,100	–	–	0.01%	282
2015 Q4	$112K	Hold	1,100	–	–	0.01%	281
2015 Q3	$139K	Hold	1,100	–	–	0.01%	220
2015 Q2	$162K	Hold	1,100	–	–	0.01%	221
2015 Q1	$166K	Buy	1,100 +100	+10%	+$14.4K	0.01%	224
2014 Q4	$147K	Hold	1,000	–	–	0.01%	230
2014 Q3	$148K	Hold	1,000	–	–	0.01%	216
2014 Q2	$142K	Buy	+1,000	New	+$144K	0.02%	219

Other funds holding WMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Foundation Advisors's WMC Position: Q1 2020 in Review

First Foundation Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2020, closing a stake of 1,500 shares — an estimated $155K sold.

First Foundation Advisors first reported a position in WMC in Q2 2014 and held it in 14 quarters. The position peaked at $166K in Q1 2015. 106 funds tracked by Wall St. Rank hold WMC as of Q1 2020.

First Foundation Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2020 after selling out during the quarter.
First Foundation Advisors sold 1,500 Western Asset Mortgage Capital Corporation shares in Q1 2020, an estimated $155K.
First Foundation Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q2 2014 and held it in 14 quarters.
First Foundation Advisors's Western Asset Mortgage Capital Corporation position peaked at $166K in Q1 2015.
106 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2020.

Based on First Foundation Advisors's 13F filing for Q1 2020, filed 11 May 2020.