Neuberger Berman Group
PMT

Neuberger Berman Group’s PennyMac Mortgage Investment PMT Stock Holding History

Neuberger Berman 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
2017
Q4 		– Sell
-11,140
Closed -$194K – 1802
2017
Q3 		$194K Buy
11,140
+131
+1% +$2.28K ﹤0.01% 1542
2017
Q2 		$201K Buy
+11,009
New +$196K ﹤0.01% 1534
2016
Q2 		– Sell
-46,743
Closed -$638K – 1574
2016
Q1 		$638K Buy
+46,743
New +$620K ﹤0.01% 1206

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.15T AUM 47.82% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Neuberger Berman Group's PMT Position: Q4 2017 in Review

Neuberger Berman Group sold out of PennyMac Mortgage Investment (PMT) in Q4 2017, closing a stake of 11,140 shares — an estimated $194K sold.

Neuberger Berman Group first reported a position in PMT in Q1 2016 and held it in 3 quarters. The position peaked at $638K in Q1 2016. 137 funds tracked by Wall St. Rank hold PMT as of Q4 2017.

  • Neuberger Berman Group reported no remaining PennyMac Mortgage Investment position as of Q4 2017 after selling out during the quarter.
  • Neuberger Berman Group sold 11,140 PennyMac Mortgage Investment shares in Q4 2017, an estimated $194K.
  • Neuberger Berman Group first reported a position in PennyMac Mortgage Investment in Q1 2016 and held it in 3 quarters.
  • Neuberger Berman Group's PennyMac Mortgage Investment position peaked at $638K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2017.

Based on Neuberger Berman Group's 13F filing for Q4 2017, filed 14 Feb 2018.