PMT PENNYMAC MTG INVT TR COM

Ownership history in Advisory Services Network, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in PENNYMAC MTG INVT TR COM (PMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2015 Q3)
Avg. % of fund
0.01%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,058 -5,534 -57.7% 0.00% $50K $11.50
2023 Q4 ADDED 9,592 +2,972 +44.9% 0.00% $143K $11.71
2023 Q1 ADDED 6,620 +38 +0.6% 0.00% $82K $8.56
2022 Q4 ADDED 6,582 +5,407 +460.2% 0.00% $82K $8.61
2021 Q2 REDUCED 1,175 -1,520 -56.4% 0.00% $25K $11.87
2020 Q4 REDUCED 2,695 -2,975 -52.5% 0.00% $48K $9.68
2020 Q3 REDUCED 5,670 -5,678 -50.0% 0.00% $91K $8.41
2020 Q2 REDUCED 11,348 -4,038 -26.2% 0.01% $199K $8.97
2020 Q1 ADDED 15,386 +419 +2.8% 0.01% $164K $5.30
2019 Q4 ADDED 14,967 +13,312 +804.4% 0.02% $334K $11.13
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PMT price (monthly, adj. close)
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