FM
MITT

Family Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Family Management’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
2020
Q1 		– Sell
-3,657
Closed -$169K – 181
2019
Q4 		$169K Buy
+3,657
New +$169K 0.06% 153

Other funds holding MITT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Family Management's MITT Position: Q1 2020 in Review

Family Management sold out of TPG Mortgage Investment Trust (MITT) in Q1 2020, closing a stake of 3,657 shares — an estimated $169K sold.

Family Management first reported a position in MITT in Q4 2019 and held it in 1 quarter. The position peaked at $169K in Q4 2019. 103 funds tracked by Wall St. Rank hold MITT as of Q1 2020.

  • Family Management reported no remaining TPG Mortgage Investment Trust position as of Q1 2020 after selling out during the quarter.
  • Family Management sold 3,657 TPG Mortgage Investment Trust shares in Q1 2020, an estimated $169K.
  • Family Management first reported a position in TPG Mortgage Investment Trust in Q4 2019 and held it in 1 quarter.
  • Family Management's TPG Mortgage Investment Trust position peaked at $169K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.