FGA
PMT

Fortis Group Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Fortis Group Advisors’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
Q3 		$649K Buy
+40,400
New +$716K 0.13% 86

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fortis Group Advisors's PMT Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2020: 40,400 shares worth $649K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings.

201 funds tracked by Wall St. Rank hold PMT as of Q3 2020.

  • Fortis Group Advisors held 40,400 shares of PennyMac Mortgage Investment worth $649K as of Q3 2020.
  • PennyMac Mortgage Investment was a new Fortis Group Advisors position in Q3 2020.
  • PennyMac Mortgage Investment made up 0.13% of Fortis Group Advisors's portfolio in Q3 2020, its #86 holding.
  • 201 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.