BCA
PMT

Berman Capital Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Berman Capital Advisors’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-43
Closed – – 1793
2020
Q3 		$0 Hold
43
– – ﹤0.01% 1738
2020
Q2 		$0 Sell
43
-34
-44% -$408 ﹤0.01% 1772
2020
Q1 		$0 Sell
77
-10
-11% -$197 ﹤0.01% 1624
2019
Q4 		$1K Buy
+87
New +$1.97K ﹤0.01% 1373

Other funds holding PMT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's PMT Position: Q4 2020 in Review

Berman Capital Advisors sold out of PennyMac Mortgage Investment (PMT) in Q4 2020, closing a stake of 43 shares.

Berman Capital Advisors first reported a position in PMT in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 206 funds tracked by Wall St. Rank hold PMT as of Q4 2020.

  • Berman Capital Advisors reported no remaining PennyMac Mortgage Investment position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 43 PennyMac Mortgage Investment shares in Q4 2020.
  • Berman Capital Advisors first reported a position in PennyMac Mortgage Investment in Q4 2019 and held it in 4 quarters.
  • Berman Capital Advisors's PennyMac Mortgage Investment position peaked at $1K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.