PWM
PMT

Paulson Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Paulson Wealth Management’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
Q1 		– Sell
-556
Closed -$9K – 412
2017
Q4 		$9K Buy
+556
New +$9.02K 0.01% 381

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
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paulson Wealth Management's PMT Position: Q1 2018 in Review

Paulson Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q1 2018, closing a stake of 556 shares — an estimated $9K sold.

Paulson Wealth Management first reported a position in PMT in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 161 funds tracked by Wall St. Rank hold PMT as of Q1 2018.

  • Paulson Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 556 PennyMac Mortgage Investment shares in Q1 2018, an estimated $9K.
  • Paulson Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's PennyMac Mortgage Investment position peaked at $9K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.