MGIA
WMC

Moneta Group Investment Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Moneta Group Investment 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
2017
Q1 		– Sell
-1,290
Closed -$130K – 177
2016
Q4 		$130K Buy
+1,290
New +$133K 0.03% 169

Other funds holding WMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moneta Group Investment Advisors's WMC Position: Q1 2017 in Review

Moneta Group Investment Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2017, closing a stake of 1,290 shares — an estimated $130K sold.

Moneta Group Investment Advisors first reported a position in WMC in Q4 2016 and held it in 1 quarter. The position peaked at $130K in Q4 2016. 85 funds tracked by Wall St. Rank hold WMC as of Q1 2017.

  • Moneta Group Investment Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,290 Western Asset Mortgage Capital Corporation shares in Q1 2017, an estimated $130K.
  • Moneta Group Investment Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q4 2016 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Western Asset Mortgage Capital Corporation position peaked at $130K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.