EW
PMT

Evoke Wealth’s PennyMac Mortgage Investment PMT Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-68
Closed -$1.56K – 1299
2019
Q4 		$1.56K Sell
68
-3
-4% -$68 ﹤0.01% 1113
2019
Q3 		$1.58K Buy
+71
New +$1.57K ﹤0.01% 1249

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evoke Wealth's PMT Position: Q1 2020 in Review

Evoke Wealth sold out of PennyMac Mortgage Investment (PMT) in Q1 2020, closing a stake of 68 shares — an estimated $1.56K sold.

Evoke Wealth first reported a position in PMT in Q3 2019 and held it in 2 quarters. The position peaked at $1.58K in Q3 2019. 191 funds tracked by Wall St. Rank hold PMT as of Q1 2020.

  • Evoke Wealth reported no remaining PennyMac Mortgage Investment position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 68 PennyMac Mortgage Investment shares in Q1 2020, an estimated $1.56K.
  • Evoke Wealth first reported a position in PennyMac Mortgage Investment in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's PennyMac Mortgage Investment position peaked at $1.58K in Q3 2019.
  • 191 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.