LA
WMC

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

Legacy 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
2018
Q4 		– Sell
-296
Closed -$30K – 426
2018
Q3 		$30K Buy
296
+8
+3% +$867 0.01% 273
2018
Q2 		$30K Buy
288
+9
+3% +$922 0.02% 226
2018
Q1 		$27K Buy
+279
New +$26.6K 0.02% 194

Other funds holding WMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's WMC Position: Q4 2018 in Review

Legacy Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2018, closing a stake of 296 shares — an estimated $30K sold.

Legacy Advisors first reported a position in WMC in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 111 funds tracked by Wall St. Rank hold WMC as of Q4 2018.

  • Legacy Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 296 Western Asset Mortgage Capital Corporation shares in Q4 2018, an estimated $30K.
  • Legacy Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q1 2018 and held it in 3 quarters.
  • Legacy Advisors's Western Asset Mortgage Capital Corporation position peaked at $30K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.