MWPCG
PMT

Measured Wealth Private Client Group’s PennyMac Mortgage Investment PMT Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,000
Closed -$20K – 536
2018
Q3 		$20K Buy
+1,000
New +$19.6K 0.01% 523

Other funds holding PMT

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Measured Wealth Private Client Group's PMT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of PennyMac Mortgage Investment (PMT) in Q4 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Measured Wealth Private Client Group first reported a position in PMT in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 186 funds tracked by Wall St. Rank hold PMT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining PennyMac Mortgage Investment position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,000 PennyMac Mortgage Investment shares in Q4 2018, an estimated $20K.
  • Measured Wealth Private Client Group first reported a position in PennyMac Mortgage Investment in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's PennyMac Mortgage Investment position peaked at $20K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.