PWPS
MITT

Pinnacle Wealth Planning Services’s TPG Mortgage Investment Trust MITT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-397
Closed -$3K – 1300
2020
Q4 		$3K Buy
+397
New +$3.55K ﹤0.01% 1836

Other funds holding MITT

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's MITT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of TPG Mortgage Investment Trust (MITT) in Q1 2021, closing a stake of 397 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in MITT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 75 funds tracked by Wall St. Rank hold MITT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining TPG Mortgage Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 397 TPG Mortgage Investment Trust shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in TPG Mortgage Investment Trust in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's TPG Mortgage Investment Trust position peaked at $3K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.