PIA
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Piedmont Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Piedmont Investment Advisors’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-344
Closed -$7K – 1936
2018
Q2 		$7K Buy
+344
New +$7.17K ﹤0.01% 1983

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAR Capital Management
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Piedmont Investment Advisors's PFSI Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of PennyMac Financial (PFSI) in Q3 2018, closing a stake of 344 shares — an estimated $7K sold.

Piedmont Investment Advisors first reported a position in PFSI in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 93 funds tracked by Wall St. Rank hold PFSI as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining PennyMac Financial position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 344 PennyMac Financial shares in Q3 2018, an estimated $7K.
  • Piedmont Investment Advisors first reported a position in PennyMac Financial in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's PennyMac Financial position peaked at $7K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.