HGWM
PMT

Harvest Group Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-379
Closed -$8K – 884
2019
Q4 		$8K Hold
379
– – 0.01% 281
2019
Q3 		$8K Hold
379
– – 0.01% 293
2019
Q2 		$8K Hold
379
– – 0.01% 254
2019
Q1 		$8K Buy
+379
New +$7.63K 0.01% 292

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

Harvest Group Wealth Management's PMT Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q1 2020, closing a stake of 379 shares — an estimated $8K sold.

Harvest Group Wealth Management first reported a position in PMT in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 191 funds tracked by Wall St. Rank hold PMT as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 379 PennyMac Mortgage Investment shares in Q1 2020, an estimated $8K.
  • Harvest Group Wealth Management first reported a position in PennyMac Mortgage Investment in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's PennyMac Mortgage Investment position peaked at $8K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.