PSI
PMT

Pinnacle Summer Investments’s PennyMac Mortgage Investment PMT Stock Holding History

Pinnacle Summer Investments’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
2015
Q3 		– Sell
-800
Closed -$14K – 1037
2015
Q2 		$14K Buy
+800
New +$15.6K ﹤0.01% 492

Other funds holding PMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Pinnacle Summer Investments's PMT Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of PennyMac Mortgage Investment (PMT) in Q3 2015, closing a stake of 800 shares — an estimated $14K sold.

Pinnacle Summer Investments first reported a position in PMT in Q2 2015 and held it in 1 quarter. The position peaked at $14K in Q2 2015. 148 funds tracked by Wall St. Rank hold PMT as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining PennyMac Mortgage Investment position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 800 PennyMac Mortgage Investment shares in Q3 2015, an estimated $14K.
  • Pinnacle Summer Investments first reported a position in PennyMac Mortgage Investment in Q2 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's PennyMac Mortgage Investment position peaked at $14K in Q2 2015.
  • 148 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.