MWM
WMC

MinichMacGregor Wealth Management’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-121
Closed -$18K – 496
2015
Q4 		$18K Buy
+121
New +$13.8K 0.02% 175

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MinichMacGregor Wealth Management's WMC Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2016, closing a stake of 121 shares — an estimated $18K sold.

MinichMacGregor Wealth Management first reported a position in WMC in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 97 funds tracked by Wall St. Rank hold WMC as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 121 Western Asset Mortgage Capital Corporation shares in Q1 2016, an estimated $18K.
  • MinichMacGregor Wealth Management first reported a position in Western Asset Mortgage Capital Corporation in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Western Asset Mortgage Capital Corporation position peaked at $18K in Q4 2015.
  • 97 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.