JMPWA
WMC

JP Morgan Private Wealth Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

JP Morgan Private 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
2016
Q2 		– Sell
-6,200
Closed -$623K – 1333
2016
Q1 		$623K Buy
6,200
+4,400
+244% +$440K 0.01% 680
2015
Q4 		$184K Buy
+1,800
New +$205K ﹤0.01% 1027

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WMC Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q2 2016, closing a stake of 6,200 shares — an estimated $623K sold.

JP Morgan Private Wealth Advisors first reported a position in WMC in Q4 2015 and held it in 2 quarters. The position peaked at $623K in Q1 2016. 88 funds tracked by Wall St. Rank hold WMC as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,200 Western Asset Mortgage Capital Corporation shares in Q2 2016, an estimated $623K.
  • JP Morgan Private Wealth Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q4 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Western Asset Mortgage Capital Corporation position peaked at $623K in Q1 2016.
  • 88 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.