Jim Simons
MTGE

Jim Simons’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Jim Simons’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-227,200
Closed -$4.45M – 3727
2018
Q2 		$4.45M Sell
227,200
-6,877
-3% -$132K ﹤0.01% 1860
2018
Q1 		$4.19M Sell
234,077
-2,123
-0.9% -$37.5K ﹤0.01% 1925
2017
Q4 		$4.37M Buy
236,200
+66,900
+40% +$1.25M ﹤0.01% 1892
2017
Q3 		$3.28M Sell
169,300
-71,800
-30% -$1.37M ﹤0.01% 2021
2017
Q2 		$4.53M Buy
241,100
+67,307
+39% +$1.22M 0.01% 1772
2017
Q1 		$2.91M Buy
173,793
+72,741
+72% +$1.19M ﹤0.01% 2028
2016
Q4 		$1.59M Buy
+101,052
New +$1.68M ﹤0.01% 2335
2015
Q1 		– Sell
-227,300
Closed -$4.28M – 3561
2014
Q4 		$4.28M Sell
227,300
-60,000
-21% -$1.18M 0.01% 1361
2014
Q3 		$5.41M Sell
287,300
-197,284
-41% -$3.95M 0.01% 1125
2014
Q2 		$9.7M Buy
484,584
+268,384
+124% +$5.34M 0.02% 858
2014
Q1 		$4.06M Buy
+216,200
New +$4.19M 0.01% 1371
2013
Q3 		– Sell
-521,900
Closed -$9.38M – 3169
2013
Q2 		$9.38M Buy
+521,900
New +$12.1M 0.02% 777

Other funds holding MTGE

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jim Simons's MTGE Position: Q3 2018 in Review

Jim Simons sold out of MTGE Investment Corp. Common Stock (MTGE) in Q3 2018, closing a stake of 227,200 shares — an estimated $4.45M sold.

Jim Simons first reported a position in MTGE in Q2 2013 and held it in 12 quarters. The position peaked at $9.7M in Q2 2014. 6 funds tracked by Wall St. Rank hold MTGE as of Q3 2018.

  • Jim Simons reported no remaining MTGE Investment Corp. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Jim Simons sold 227,200 MTGE Investment Corp. Common Stock shares in Q3 2018, an estimated $4.45M.
  • Jim Simons first reported a position in MTGE Investment Corp. Common Stock in Q2 2013 and held it in 12 quarters.
  • Jim Simons's MTGE Investment Corp. Common Stock position peaked at $9.7M in Q2 2014.
  • 6 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q3 2018.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.