KFS
PMT

KMS Financial Services’s PennyMac Mortgage Investment PMT Stock Holding History

KMS Financial Services’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
2013
Q3 		– Sell
-13,300
Closed -$280K – 470
2013
Q2 		$280K Buy
+13,300
New +$310K 0.08% 278

Other funds holding PMT

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
HCM
Hayman Capital Management Dallas, Texas $63.3M AUM 3.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KMS Financial Services's PMT Position: Q3 2013 in Review

KMS Financial Services sold out of PennyMac Mortgage Investment (PMT) in Q3 2013, closing a stake of 13,300 shares — an estimated $280K sold.

KMS Financial Services first reported a position in PMT in Q2 2013 and held it in 1 quarter. The position peaked at $280K in Q2 2013. 163 funds tracked by Wall St. Rank hold PMT as of Q3 2013.

  • KMS Financial Services reported no remaining PennyMac Mortgage Investment position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 13,300 PennyMac Mortgage Investment shares in Q3 2013, an estimated $280K.
  • KMS Financial Services first reported a position in PennyMac Mortgage Investment in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's PennyMac Mortgage Investment position peaked at $280K in Q2 2013.
  • 163 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.