FGC
PMT

Financial Gravity Companies’s PennyMac Mortgage Investment PMT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$11K Buy
+567
New +$11.3K 0.01% 577
2018
Q1 		$40K Sell
2,289
-667
-23% -$11.2K 0.04% 375
2017
Q4 		$48K Buy
+2,956
New +$47.9K 0.06% 293

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's PMT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in PennyMac Mortgage Investment (PMT) in Q4 2018: 567 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PMT as recently as Q1 2018.

Financial Gravity Companies first reported a position in PMT in Q4 2017 and has held it in 3 quarters since. The position peaked at $48K in Q4 2017. 186 funds tracked by Wall St. Rank hold PMT as of Q4 2018.

  • Financial Gravity Companies held 567 shares of PennyMac Mortgage Investment worth $11K as of Q4 2018.
  • PennyMac Mortgage Investment was a new Financial Gravity Companies position in Q4 2018.
  • PennyMac Mortgage Investment made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #577 holding.
  • Financial Gravity Companies first reported a position in PennyMac Mortgage Investment in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's PennyMac Mortgage Investment position peaked at $48K in Q4 2017.
  • 186 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.