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

IFP 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
2019 Q1	$51K	Buy	499 +3	+0.6%	+$296	0.01%	968
2018 Q4	$42K	Buy	496 +2	+0.4%	+$196	﹤0.01%	1707
2018 Q3	$49K	Buy	494 +51	+12%	+$5.53K	﹤0.01%	1914
2018 Q2	$46K	Buy	443 +22	+5%	+$2.25K	﹤0.01%	1975
2018 Q1	$42K	Hold	421	–	–	﹤0.01%	1929
2017 Q4	$42K	Hold	421	–	–	﹤0.01%	1950
2017 Q3	$44K	Hold	421	–	–	﹤0.01%	2069
2017 Q2	$43K	Hold	421	–	–	﹤0.01%	2076
2017 Q1	$41K	Hold	421	–	–	﹤0.01%	2046
2016 Q4	$42K	Sell	421 -499	-54%	-$51.5K	﹤0.01%	2003
2016 Q3	$96K	Buy	920 +457	+99%	+$47.1K	0.01%	1392
2016 Q2	$43K	Sell	463 -36	-7%	-$3.45K	﹤0.01%	1874
2016 Q1	$51K	Buy	499 +461	+1,213%	+$46.1K	0.01%	967
2015 Q4	$4K	Buy	+38	New	+$4.34K	﹤0.01%	3118

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

IFP Advisors's WMC Position: Q1 2019 in Review

IFP Advisors increased its Western Asset Mortgage Capital Corporation (WMC) stake by 0.6% in Q1 2019, buying an estimated $296 and bringing the position to 499 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #968.

IFP Advisors first reported a position in WMC in Q4 2015 and has held it in 14 quarters since. The position peaked at $96K in Q3 2016. 113 funds tracked by Wall St. Rank hold WMC as of Q1 2019.

IFP Advisors held 499 shares of Western Asset Mortgage Capital Corporation worth $51K as of Q1 2019.
IFP Advisors bought 3 Western Asset Mortgage Capital Corporation shares in Q1 2019, an estimated $296.
Western Asset Mortgage Capital Corporation made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #968 holding.
IFP Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Western Asset Mortgage Capital Corporation position peaked at $96K in Q3 2016.
113 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.