FIM
PMT

Freedom Investment Management’s PennyMac Mortgage Investment PMT Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-27,927
Closed -$504K – 1085
2018
Q1 		$504K Buy
27,927
+4,565
+20% +$76.4K 0.03% 614
2017
Q4 		$375K Buy
23,362
+5,215
+29% +$84.6K 0.02% 773
2017
Q3 		$316K Buy
18,147
+3,575
+25% +$62.3K 0.02% 828
2017
Q2 		$267K Buy
14,572
+2,725
+23% +$48.5K 0.02% 843
2017
Q1 		$210K Buy
+11,847
New +$201K 0.01% 943
2014
Q2 		– Sell
-8,905
Closed -$213K – 514
2014
Q1 		$213K Buy
+8,905
New +$210K 0.05% 392

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Freedom Investment Management's PMT Position: Q2 2018 in Review

Freedom Investment Management sold out of PennyMac Mortgage Investment (PMT) in Q2 2018, closing a stake of 27,927 shares — an estimated $504K sold.

Freedom Investment Management first reported a position in PMT in Q1 2014 and held it in 6 quarters. The position peaked at $504K in Q1 2018. 163 funds tracked by Wall St. Rank hold PMT as of Q2 2018.

  • Freedom Investment Management reported no remaining PennyMac Mortgage Investment position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 27,927 PennyMac Mortgage Investment shares in Q2 2018, an estimated $504K.
  • Freedom Investment Management first reported a position in PennyMac Mortgage Investment in Q1 2014 and held it in 6 quarters.
  • Freedom Investment Management's PennyMac Mortgage Investment position peaked at $504K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.