DLG
MITT

Daniel L. Goodwin’s TPG Mortgage Investment Trust MITT Stock Holding History

Daniel L. Goodwin’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
2015
Q1 		– Sell
-10,000
Closed -$557K – 140
2014
Q4 		$557K Buy
+10,000
New +$569K 0.1% 67
2014
Q3 		– Sell
-8,333
Closed -$473K – 118
2014
Q2 		$473K Sell
8,333
-1,667
-17% -$91.9K 0.09% 71
2014
Q1 		$526K Hold
10,000
– – 0.1% 72
2013
Q4 		$469K Hold
10,000
– – 0.09% 71
2013
Q3 		$499K Hold
10,000
– – 0.1% 70
2013
Q2 		$564K Buy
+10,000
New +$711K 0.11% 61

Other funds holding MITT

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Daniel L. Goodwin's MITT Position: Q1 2015 in Review

Daniel L. Goodwin sold out of TPG Mortgage Investment Trust (MITT) in Q1 2015, closing a stake of 10,000 shares — an estimated $557K sold.

Daniel L. Goodwin first reported a position in MITT in Q2 2013 and held it in 6 quarters. The position peaked at $564K in Q2 2013. 121 funds tracked by Wall St. Rank hold MITT as of Q1 2015.

  • Daniel L. Goodwin reported no remaining TPG Mortgage Investment Trust position as of Q1 2015 after selling out during the quarter.
  • Daniel L. Goodwin sold 10,000 TPG Mortgage Investment Trust shares in Q1 2015, an estimated $557K.
  • Daniel L. Goodwin first reported a position in TPG Mortgage Investment Trust in Q2 2013 and held it in 6 quarters.
  • Daniel L. Goodwin's TPG Mortgage Investment Trust position peaked at $564K in Q2 2013.
  • 121 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2015.

Based on Daniel L. Goodwin's 13F filing for Q1 2015, filed 12 May 2015.