PSW
MITT

Portfolio Strategies (Washington)’s TPG Mortgage Investment Trust MITT Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q3 		– Sell
-67
Closed -$4K – 69
2017
Q2 		$4K Hold
67
– – 0.01% 60
2017
Q1 		$4K Hold
67
– – 0.01% 62
2016
Q4 		$3K Buy
+67
New +$3.31K ﹤0.01% 79

Other funds holding MITT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Portfolio Strategies (Washington)'s MITT Position: Q3 2017 in Review

Portfolio Strategies (Washington) sold out of TPG Mortgage Investment Trust (MITT) in Q3 2017, closing a stake of 67 shares — an estimated $4K sold.

Portfolio Strategies (Washington) first reported a position in MITT in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 116 funds tracked by Wall St. Rank hold MITT as of Q3 2017.

  • Portfolio Strategies (Washington) reported no remaining TPG Mortgage Investment Trust position as of Q3 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 67 TPG Mortgage Investment Trust shares in Q3 2017, an estimated $4K.
  • Portfolio Strategies (Washington) first reported a position in TPG Mortgage Investment Trust in Q4 2016 and held it in 3 quarters.
  • Portfolio Strategies (Washington)'s TPG Mortgage Investment Trust position peaked at $4K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2017, filed 14 Nov 2017.