BRWA
MITT

B. Riley Wealth Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

B. Riley Wealth Advisors’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,521
Closed -$110K – 1441
2021
Q2 		$110K Buy
+8,521
New +$106K ﹤0.01% 1302
2016
Q4 		– Sell
-6,414
Closed -$304K – 600
2016
Q3 		$304K Sell
6,414
-4
-0.1% -$185 0.06% 396
2016
Q2 		$279K Buy
6,418
+234
+4% +$9.64K 0.06% 417
2016
Q1 		$242K Sell
6,184
-171
-3% -$6.24K 0.06% 411
2015
Q4 		$245K Sell
6,355
-1,917
-23% -$84.2K 0.05% 428
2015
Q3 		$378K Buy
8,272
+337
+4% +$17.3K 0.09% 285
2015
Q2 		$412K Buy
7,935
+96
+1% +$5.41K 0.1% 252
2015
Q1 		$443K Sell
7,839
-360
-4% -$20.1K 0.11% 252
2014
Q4 		$4.9K Buy
8,199
+84
+1% +$4.78K 0.1% 251
2014
Q3 		$433K Sell
8,115
-8,246
-50% -$469K 0.11% 238
2014
Q2 		$464K Buy
16,361
+8,064
+97% +$444K 0.11% 208
2014
Q1 		$436K Sell
8,297
-7,548
-48% -$388K 0.13% 175
2013
Q4 		$743K Buy
15,845
+5,428
+52% +$262K 0.24% 104
2013
Q3 		$519K Sell
10,417
-9,602
-48% -$502K 0.18% 138
2013
Q2 		$1.13M Buy
+20,019
New +$1.42M 0.38% 56

Other funds holding MITT

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

B. Riley Wealth Advisors's MITT Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q3 2021, closing a stake of 8,521 shares — an estimated $110K sold.

B. Riley Wealth Advisors first reported a position in MITT in Q2 2013 and held it in 15 quarters. The position peaked at $1.13M in Q2 2013. 44 funds tracked by Wall St. Rank hold MITT as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining TPG Mortgage Investment Trust position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,521 TPG Mortgage Investment Trust shares in Q3 2021, an estimated $110K.
  • B. Riley Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q2 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's TPG Mortgage Investment Trust position peaked at $1.13M in Q2 2013.
  • 44 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.