JFA
WMC

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

JNBA Financial 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
2016
Q4 		– Sell
-18
Closed -$2K – 1471
2016
Q3 		$2K Buy
+18
New +$1.86K ﹤0.01% 1459

Other funds holding WMC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

JNBA Financial Advisors's WMC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2016, closing a stake of 18 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in WMC in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 97 funds tracked by Wall St. Rank hold WMC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 18 Western Asset Mortgage Capital Corporation shares in Q4 2016, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Western Asset Mortgage Capital Corporation position peaked at $2K in Q3 2016.
  • 97 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.