JIC
WAC

Joel Isaacson & Co’s Walter Investment Mgt Corp WAC Stock Holding History

Joel Isaacson & Co’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$22K – 676
2014
Q3 		$22K Buy
+1,000
New +$26.2K 0.01% 411

Other funds holding WAC

BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joel Isaacson & Co's WAC Position: Q4 2014 in Review

Joel Isaacson & Co sold out of Walter Investment Mgt Corp (WAC) in Q4 2014, closing a stake of 1,000 shares — an estimated $22K sold.

Joel Isaacson & Co first reported a position in WAC in Q3 2014 and held it in 1 quarter. The position peaked at $22K in Q3 2014. 96 funds tracked by Wall St. Rank hold WAC as of Q4 2014.

  • Joel Isaacson & Co reported no remaining Walter Investment Mgt Corp position as of Q4 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,000 Walter Investment Mgt Corp shares in Q4 2014, an estimated $22K.
  • Joel Isaacson & Co first reported a position in Walter Investment Mgt Corp in Q3 2014 and held it in 1 quarter.
  • Joel Isaacson & Co's Walter Investment Mgt Corp position peaked at $22K in Q3 2014.
  • 96 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q4 2014.

Based on Joel Isaacson & Co's 13F filing for Q4 2014, filed 9 Jan 2015.