Ken Fisher
WMC

Ken Fisher’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Ken Fisher’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
2021
Q4 		– Sell
-2,700
Closed -$70K – 1007
2021
Q3 		$70K Buy
+2,700
New +$76.9K ﹤0.01% 902

Other funds holding WMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ken Fisher's WMC Position: Q4 2021 in Review

Ken Fisher sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2021, closing a stake of 2,700 shares — an estimated $70K sold.

Ken Fisher first reported a position in WMC in Q3 2021 and held it in 1 quarter. The position peaked at $70K in Q3 2021. 59 funds tracked by Wall St. Rank hold WMC as of Q4 2021.

  • Ken Fisher reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2021 after selling out during the quarter.
  • Ken Fisher sold 2,700 Western Asset Mortgage Capital Corporation shares in Q4 2021, an estimated $70K.
  • Ken Fisher first reported a position in Western Asset Mortgage Capital Corporation in Q3 2021 and held it in 1 quarter.
  • Ken Fisher's Western Asset Mortgage Capital Corporation position peaked at $70K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2021.

Based on Fisher Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.