YorkBridge Wealth Partners’s PennyMac Mortgage Investment PMT Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-400	Closed	-$9K	–	521
2019 Q2	$9K	Hold	400	–	–	﹤0.01%	591
2019 Q1	$8K	Hold	400	–	–	﹤0.01%	616
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	604
2018 Q3	$8K	Hold	400	–	–	﹤0.01%	619
2018 Q2	$8K	Hold	400	–	–	﹤0.01%	637
2018 Q1	$7K	Sell	400 -370	-48%	-$6.2K	﹤0.01%	656
2017 Q4	$12K	Buy	770 +370	+93%	+$6K	0.01%	612
2017 Q3	$7K	Hold	400	–	–	﹤0.01%	678
2017 Q2	$7K	Hold	400	–	–	﹤0.01%	677
2017 Q1	$7K	Hold	400	–	–	﹤0.01%	654
2016 Q4	$7K	Buy	+400	New	+$6.33K	﹤0.01%	650

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

YorkBridge Wealth Partners's PMT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of PennyMac Mortgage Investment (PMT) in Q3 2019, closing a stake of 400 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in PMT in Q4 2016 and held it in 11 quarters. The position peaked at $12K in Q4 2017. 219 funds tracked by Wall St. Rank hold PMT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining PennyMac Mortgage Investment position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 PennyMac Mortgage Investment shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in PennyMac Mortgage Investment in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's PennyMac Mortgage Investment position peaked at $12K in Q4 2017.
219 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.