Steward Partners Investment Advisory’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Steward Partners Investment Advisory’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
2020 Q4	–	Sell	-770	Closed	-$16K	–	3042
2020 Q3	$16K	Hold	770	–	–	﹤0.01%	1969
2020 Q2	$21K	Hold	770	–	–	﹤0.01%	1765
2020 Q1	$17K	Hold	770	–	–	﹤0.01%	1679
2019 Q4	$79K	Hold	770	–	–	﹤0.01%	1217
2019 Q3	$74K	Hold	770	–	–	﹤0.01%	1205
2019 Q2	$76K	Buy	+770	New	+$78.2K	﹤0.01%	1176
2018 Q4	–	Sell	-570	Closed	-$57K	–	2375
2018 Q3	$57K	Hold	570	–	–	﹤0.01%	1154
2018 Q2	$59K	Sell	570 -530	-48%	-$54.3K	﹤0.01%	1039
2018 Q1	$106K	Buy	+1,100	New	+$105K	0.01%	760

Other funds holding WMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's WMC Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2020, closing a stake of 770 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in WMC in Q1 2018 and held it in 9 quarters. The position peaked at $106K in Q1 2018. 81 funds tracked by Wall St. Rank hold WMC as of Q4 2020.

Steward Partners Investment Advisory reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 770 Western Asset Mortgage Capital Corporation shares in Q4 2020, an estimated $16K.
Steward Partners Investment Advisory first reported a position in Western Asset Mortgage Capital Corporation in Q1 2018 and held it in 9 quarters.
Steward Partners Investment Advisory's Western Asset Mortgage Capital Corporation position peaked at $106K in Q1 2018.
81 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.