JA
PMT

JOYN Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

JOYN 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
2019
Q1 		– Sell
-136
Closed -$3K – 1051
2018
Q4 		$3K Buy
136
+22
+19% +$439 ﹤0.01% 1409
2018
Q3 		$2K Hold
114
– – ﹤0.01% 1487
2018
Q2 		$2K Buy
+114
New +$2.09K ﹤0.01% 1445

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JOYN Advisors's PMT Position: Q1 2019 in Review

JOYN Advisors sold out of PennyMac Mortgage Investment (PMT) in Q1 2019, closing a stake of 136 shares — an estimated $3K sold.

JOYN Advisors first reported a position in PMT in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 209 funds tracked by Wall St. Rank hold PMT as of Q1 2019.

  • JOYN Advisors reported no remaining PennyMac Mortgage Investment position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 136 PennyMac Mortgage Investment shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in PennyMac Mortgage Investment in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's PennyMac Mortgage Investment position peaked at $3K in Q4 2018.
  • 209 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.