MWP
MITT

MYCIO Wealth Partners’s TPG Mortgage Investment Trust MITT Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-6,667
Closed -$308K – 252
2019
Q4 		$308K Sell
6,667
-666
-9% -$30.7K 0.02% 269
2019
Q3 		$333K Hold
7,333
– – 0.02% 232
2019
Q2 		$350K Buy
+7,333
New +$361K 0.03% 211

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

MYCIO Wealth Partners's MITT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of TPG Mortgage Investment Trust (MITT) in Q1 2020, closing a stake of 6,667 shares — an estimated $308K sold.

MYCIO Wealth Partners first reported a position in MITT in Q2 2019 and held it in 3 quarters. The position peaked at $350K in Q2 2019. 103 funds tracked by Wall St. Rank hold MITT as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining TPG Mortgage Investment Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 6,667 TPG Mortgage Investment Trust shares in Q1 2020, an estimated $308K.
  • MYCIO Wealth Partners first reported a position in TPG Mortgage Investment Trust in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's TPG Mortgage Investment Trust position peaked at $350K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.