WP
WMC

WealthPLAN Partners’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,071
Closed -$24K – 337
2020
Q2 		$24K Sell
1,071
-94
-8% -$2.41K ﹤0.01% 306
2020
Q1 		$26K Hold
1,165
– – ﹤0.01% 251
2019
Q4 		$126K Buy
+1,165
New +$118K 0.01% 241

Other funds holding WMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthPLAN Partners's WMC Position: Q3 2020 in Review

WealthPLAN Partners sold out of Western Asset Mortgage Capital Corporation (WMC) in Q3 2020, closing a stake of 1,071 shares — an estimated $24K sold.

WealthPLAN Partners first reported a position in WMC in Q4 2019 and held it in 3 quarters. The position peaked at $126K in Q4 2019. 78 funds tracked by Wall St. Rank hold WMC as of Q3 2020.

  • WealthPLAN Partners reported no remaining Western Asset Mortgage Capital Corporation position as of Q3 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 1,071 Western Asset Mortgage Capital Corporation shares in Q3 2020, an estimated $24K.
  • WealthPLAN Partners first reported a position in Western Asset Mortgage Capital Corporation in Q4 2019 and held it in 3 quarters.
  • WealthPLAN Partners's Western Asset Mortgage Capital Corporation position peaked at $126K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q3 2020.

Based on WealthPLAN Partners's 13F filing for Q3 2020, filed 18 Dec 2020.