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Telemus Capital’s PennyMac Financial PFSI Stock Holding History

Telemus Capital’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
2020
Q4 		– Sell
-12,500
Closed -$825K – 418
2020
Q3 		$825K Hold
12,500
– – 0.06% 220
2020
Q2 		$514K Buy
12,500
+2,500
+25% +$79.2K 0.04% 269
2020
Q1 		$336K Buy
+10,000
New +$322K 0.03% 296

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Telemus Capital's PFSI Position: Q4 2020 in Review

Telemus Capital sold out of PennyMac Financial (PFSI) in Q4 2020, closing a stake of 12,500 shares — an estimated $825K sold.

Telemus Capital first reported a position in PFSI in Q1 2020 and held it in 3 quarters. The position peaked at $825K in Q3 2020. 242 funds tracked by Wall St. Rank hold PFSI as of Q4 2020.

  • Telemus Capital reported no remaining PennyMac Financial position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 12,500 PennyMac Financial shares in Q4 2020, an estimated $825K.
  • Telemus Capital first reported a position in PennyMac Financial in Q1 2020 and held it in 3 quarters.
  • Telemus Capital's PennyMac Financial position peaked at $825K in Q3 2020.
  • 242 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.