PFGIA
PMT

Patriot Financial Group Insurance Agency’s PennyMac Mortgage Investment PMT Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-13
Closed – – 1693
2019
Q4 		$0 Buy
+13
New +$294 ﹤0.01% 1416
2019
Q2 		– Sell
-9
Closed – – 1460
2019
Q1 		$0 Hold
9
– – ﹤0.01% 1294
2018
Q4 		$0 Buy
+9
New +$180 ﹤0.01% 1091

Other funds holding PMT

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Vanguard Group
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PMT Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of PennyMac Mortgage Investment (PMT) in Q1 2020, closing a stake of 13 shares.

Patriot Financial Group Insurance Agency first reported a position in PMT in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 191 funds tracked by Wall St. Rank hold PMT as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining PennyMac Mortgage Investment position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 13 PennyMac Mortgage Investment shares in Q1 2020.
  • Patriot Financial Group Insurance Agency first reported a position in PennyMac Mortgage Investment in Q4 2018 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's PennyMac Mortgage Investment position peaked at $0 in Q4 2019.
  • 191 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.