Mackenzie Financial
MITT

Mackenzie Financial’s TPG Mortgage Investment Trust MITT Stock Holding History

Mackenzie Financial’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
2019
Q1 		– Sell
-8,023
Closed -$383K – 1285
2018
Q4 		$383K Buy
8,023
+567
+8% +$29.7K ﹤0.01% 982
2018
Q3 		$407K Buy
7,456
+2,620
+54% +$149K ﹤0.01% 930
2018
Q2 		$273K Buy
4,836
+133
+3% +$7.31K ﹤0.01% 912
2018
Q1 		$245K Hold
4,703
– – ﹤0.01% 853
2017
Q4 		$268K Buy
4,703
+330
+8% +$19K ﹤0.01% 766
2017
Q3 		$252K Buy
+4,373
New +$248K ﹤0.01% 577

Other funds holding MITT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mackenzie Financial's MITT Position: Q1 2019 in Review

Mackenzie Financial sold out of TPG Mortgage Investment Trust (MITT) in Q1 2019, closing a stake of 8,023 shares — an estimated $383K sold.

Mackenzie Financial first reported a position in MITT in Q3 2017 and held it in 6 quarters. The position peaked at $407K in Q3 2018. 120 funds tracked by Wall St. Rank hold MITT as of Q1 2019.

  • Mackenzie Financial reported no remaining TPG Mortgage Investment Trust position as of Q1 2019 after selling out during the quarter.
  • Mackenzie Financial sold 8,023 TPG Mortgage Investment Trust shares in Q1 2019, an estimated $383K.
  • Mackenzie Financial first reported a position in TPG Mortgage Investment Trust in Q3 2017 and held it in 6 quarters.
  • Mackenzie Financial's TPG Mortgage Investment Trust position peaked at $407K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2019.

Based on Mackenzie Financial's 13F filing for Q1 2019, filed 15 May 2019.