CWM
PMT

Cedar Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Cedar Wealth Management’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
2016
Q2 		– Sell
-400
Closed -$5K – 141
2016
Q1 		$5K Buy
+400
New +$5.3K ﹤0.01% 101

Other funds holding PMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cedar Wealth Management's PMT Position: Q2 2016 in Review

Cedar Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q2 2016, closing a stake of 400 shares — an estimated $5K sold.

Cedar Wealth Management first reported a position in PMT in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 150 funds tracked by Wall St. Rank hold PMT as of Q2 2016.

  • Cedar Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q2 2016 after selling out during the quarter.
  • Cedar Wealth Management sold 400 PennyMac Mortgage Investment shares in Q2 2016, an estimated $5K.
  • Cedar Wealth Management first reported a position in PennyMac Mortgage Investment in Q1 2016 and held it in 1 quarter.
  • Cedar Wealth Management's PennyMac Mortgage Investment position peaked at $5K in Q1 2016.
  • 150 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2016.

Based on Cedar Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.