KPW
MITT

Kore Private Wealth’s TPG Mortgage Investment Trust MITT Stock Holding History

Kore Private Wealth’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-133
Closed -$1K – 1223
2020
Q1 		$1K Hold
133
– – ﹤0.01% 1003
2019
Q4 		$6K Buy
+133
New +$6.13K ﹤0.01% 833
2019
Q2 		– Sell
-133
Closed -$7K – 577
2019
Q1 		$7K Hold
133
– – ﹤0.01% 707
2018
Q4 		$7K Buy
+133
New +$6.97K ﹤0.01% 625

Other funds holding MITT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kore Private Wealth's MITT Position: Q2 2020 in Review

Kore Private Wealth sold out of TPG Mortgage Investment Trust (MITT) in Q2 2020, closing a stake of 133 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in MITT in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 79 funds tracked by Wall St. Rank hold MITT as of Q2 2020.

  • Kore Private Wealth reported no remaining TPG Mortgage Investment Trust position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 133 TPG Mortgage Investment Trust shares in Q2 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in TPG Mortgage Investment Trust in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's TPG Mortgage Investment Trust position peaked at $7K in Q1 2019.
  • 79 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.