APP
CIM

Avantax Planning Partners’s Chimera Investment CIM Stock Holding History

Avantax Planning Partners’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-67
Closed -$4K – 439
2018
Q3 		$4K Buy
+67
New +$3.77K ﹤0.01% 1149

Other funds holding CIM

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's CIM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Chimera Investment (CIM) in Q4 2018, closing a stake of 67 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CIM in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 251 funds tracked by Wall St. Rank hold CIM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Chimera Investment position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 67 Chimera Investment shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Chimera Investment in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Chimera Investment position peaked at $4K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.