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Ladenburg Thalmann Financial Services’s PennyMac Financial PFSI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$105K Buy
3,088
+1,056
+52% +$34.3K ﹤0.01% 2979
2019
Q3 		$62K Buy
2,032
+32
+2% +$863 ﹤0.01% 3286
2019
Q2 		$44K Hold
2,000
– – ﹤0.01% 3546
2019
Q1 		$44K Buy
+2,000
New +$43.8K ﹤0.01% 3496

Other funds holding PFSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PFSI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its PennyMac Financial (PFSI) stake by 52% in Q4 2019, buying an estimated $34.3K and bringing the position to 3,088 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Ladenburg Thalmann Financial Services first reported a position in PFSI in Q1 2019 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold PFSI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,088 shares of PennyMac Financial worth $105K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,056 PennyMac Financial shares in Q4 2019, an estimated $34.3K.
  • PennyMac Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2979 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PennyMac Financial in Q1 2019 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.