West Family Investments’s PennyMac Mortgage Investment PMT Stock Holding History

West Family 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
2020 Q3	–	Sell	-35,500	Closed	-$791K	–	106
2020 Q2	$791K	Hold	35,500	–	–	0.19%	67
2020 Q1	$377K	Hold	35,500	–	–	0.15%	68
2019 Q4	$791K	Hold	35,500	–	–	0.19%	67
2019 Q3	$789K	Hold	35,500	–	–	0.2%	61
2019 Q2	$775K	Hold	35,500	–	–	0.2%	64
2019 Q1	$735K	Hold	35,500	–	–	0.18%	67
2018 Q4	$661K	Hold	35,500	–	–	0.17%	71
2018 Q3	$719K	Hold	35,500	–	–	0.17%	69
2018 Q2	$674K	Hold	35,500	–	–	0.17%	68
2018 Q1	$640K	Hold	35,500	–	–	0.17%	67
2017 Q4	$570K	Hold	35,500	–	–	0.15%	72
2017 Q3	$617	Hold	35,500	–	–	0.07%	72
2017 Q2	$576K	Hold	35,500	–	–	0.13%	75
2017 Q1	$630K	Hold	35,500	–	–	0.12%	72
2016 Q4	$581K	Hold	35,500	–	–	0.1%	83
2016 Q3	$553K	Hold	35,500	–	–	0.1%	81
2016 Q2	$576K	Hold	35,500	–	–	0.11%	84
2016 Q1	$484K	Hold	35,500	–	–	0.08%	92
2015 Q4	$542K	Hold	35,500	–	–	0.14%	80
2015 Q3	$549K	Buy	+35,500	New	+$583K	0.11%	78

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

West Family Investments's PMT Position: Q3 2020 in Review

West Family Investments sold out of PennyMac Mortgage Investment (PMT) in Q3 2020, closing a stake of 35,500 shares — an estimated $791K sold.

West Family Investments first reported a position in PMT in Q3 2015 and held it in 20 quarters. The position peaked at $791K in Q2 2020. 201 funds tracked by Wall St. Rank hold PMT as of Q3 2020.

West Family Investments reported no remaining PennyMac Mortgage Investment position as of Q3 2020 after selling out during the quarter.
West Family Investments sold 35,500 PennyMac Mortgage Investment shares in Q3 2020, an estimated $791K.
West Family Investments first reported a position in PennyMac Mortgage Investment in Q3 2015 and held it in 20 quarters.
West Family Investments's PennyMac Mortgage Investment position peaked at $791K in Q2 2020.
201 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2020.

Based on West Family Investments's 13F filing for Q3 2020, filed 12 Nov 2020.