David A. Lorber’s PennyMac Financial PFSI Stock Holding History

David A. Lorber’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-15,764	Closed	-$239K	–	43
2014 Q2	$239K	Sell	15,764 -17,832	-53%	-$285K	0.46%	26
2014 Q1	$559K	Buy	+33,596	New	+$585K	1.03%	26

Other funds holding PFSI

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridger Management New York $128M AUM 9.54% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

SLCM

Seven Locks Capital Management New York $168M AUM 17.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

David A. Lorber's PFSI Position: Q3 2014 in Review

David A. Lorber sold out of PennyMac Financial (PFSI) in Q3 2014, closing a stake of 15,764 shares — an estimated $239K sold.

David A. Lorber first reported a position in PFSI in Q1 2014 and held it in 2 quarters. The position peaked at $559K in Q1 2014. 75 funds tracked by Wall St. Rank hold PFSI as of Q3 2014.

David A. Lorber reported no remaining PennyMac Financial position as of Q3 2014 after selling out during the quarter.
David A. Lorber sold 15,764 PennyMac Financial shares in Q3 2014, an estimated $239K.
David A. Lorber first reported a position in PennyMac Financial in Q1 2014 and held it in 2 quarters.
David A. Lorber's PennyMac Financial position peaked at $559K in Q1 2014.
75 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2014.

Based on David A. Lorber's 13F filing for Q3 2014, filed 14 Nov 2014.