Mariner Independent Advisor Network’s PennyMac Mortgage Investment PMT Stock Holding History

Mariner Independent Advisor Network’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
2021 Q2	–	Sell	-11,976	Closed	-$235K	–	518
2021 Q1	$235K	Buy	11,976 +128	+1%	+$2.37K	0.01%	421
2020 Q4	$208K	Buy	+11,848	New	+$201K	0.01%	403
2020 Q3	–	Sell	-11,343	Closed	-$200K	–	335
2020 Q2	$200K	Buy	+11,343	New	+$136K	0.02%	314
2020 Q1	–	Sell	-11,097	Closed	-$247K	–	392
2019 Q4	$247K	Sell	11,097 -1,376	-11%	-$31.1K	0.02%	357
2019 Q3	$277K	Hold	12,473	–	–	0.02%	353
2019 Q2	$272K	Hold	12,473	–	–	0.02%	350
2019 Q1	$259K	Hold	12,473	–	–	0.02%	337
2018 Q4	$241K	Hold	12,473	–	–	0.02%	346
2018 Q3	$246K	Buy	+12,473	New	+$245K	0.03%	221

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mariner Independent Advisor Network's PMT Position: Q2 2021 in Review

Mariner Independent Advisor Network sold out of PennyMac Mortgage Investment (PMT) in Q2 2021, closing a stake of 11,976 shares — an estimated $235K sold.

Mariner Independent Advisor Network first reported a position in PMT in Q3 2018 and held it in 9 quarters. The position peaked at $277K in Q3 2019. 202 funds tracked by Wall St. Rank hold PMT as of Q2 2021.

Mariner Independent Advisor Network reported no remaining PennyMac Mortgage Investment position as of Q2 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,976 PennyMac Mortgage Investment shares in Q2 2021, an estimated $235K.
Mariner Independent Advisor Network first reported a position in PennyMac Mortgage Investment in Q3 2018 and held it in 9 quarters.
Mariner Independent Advisor Network's PennyMac Mortgage Investment position peaked at $277K in Q3 2019.
202 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2021, filed 10 Aug 2021.