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

Optimum 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
2015 Q1	$17K	Buy	+112	New	+$16.1K	0.01%	726

Other funds holding WMC

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Optimum Investment Advisors's WMC Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Western Asset Mortgage Capital Corporation (WMC) in Q1 2015: 112 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings.

94 funds tracked by Wall St. Rank hold WMC as of Q1 2015.

Optimum Investment Advisors held 112 shares of Western Asset Mortgage Capital Corporation worth $17K as of Q1 2015.
Western Asset Mortgage Capital Corporation was a new Optimum Investment Advisors position in Q1 2015.
Western Asset Mortgage Capital Corporation made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #726 holding.
94 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.