BDF
CIM

Balasa Dinverno & Foltz’s Chimera Investment CIM Stock Holding History

Balasa Dinverno & Foltz’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
2020
Q2 		– Sell
-4,663
Closed -$127K – 245
2020
Q1 		$127K Sell
4,663
-1,760
-27% -$99.9K 0.02% 241
2019
Q4 		$396K Sell
6,423
-108
-2% -$6.59K 0.04% 179
2019
Q3 		$383K Sell
6,531
-1,055
-14% -$61.4K 0.04% 169
2019
Q2 		$429K Buy
7,586
+931
+14% +$52.8K 0.05% 158
2019
Q1 		$374K Sell
6,655
-432
-6% -$24.3K 0.04% 163
2018
Q4 		$379K Sell
7,087
-167
-2% -$9.14K 0.05% 155
2018
Q3 		$395K Buy
7,254
+52
+0.7% +$2.92K 0.04% 157
2018
Q2 		$395K Sell
7,202
-603
-8% -$32.5K 0.06% 149
2018
Q1 		$408K Sell
7,805
-1,553
-17% -$81.3K 0.06% 136
2017
Q4 		$519K Sell
9,358
-481
-5% -$26.9K 0.08% 113
2017
Q3 		$558K Sell
9,839
-532
-5% -$30.2K 0.09% 107
2017
Q2 		$580K Sell
10,371
-99
-0.9% -$5.73K 0.09% 97
2017
Q1 		$634K Buy
10,470
+1,821
+21% +$101K 0.11% 78
2016
Q4 		$442K Sell
8,649
-12,516
-59% -$613K 0.08% 108
2016
Q3 		$1.01M Buy
21,165
+4,711
+29% +$231K 0.18% 50
2016
Q2 		$775K Buy
+16,454
New +$726K 0.14% 60
2016
Q1 		– Sell
-12,939
Closed -$529K – 174
2015
Q4 		$529K Buy
+12,939
New +$543K 0.09% 88
2015
Q2 		– Sell
-1,343
Closed -$63K – 204
2015
Q1 		$63K Buy
1,343
+538
+67% +$25.7K 0.01% 202
2014
Q4 		$38K Buy
+805
New +$38.9K 0.01% 191

Other funds holding CIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balasa Dinverno & Foltz's CIM Position: Q2 2020 in Review

Balasa Dinverno & Foltz sold out of Chimera Investment (CIM) in Q2 2020, closing a stake of 4,663 shares — an estimated $127K sold.

Balasa Dinverno & Foltz first reported a position in CIM in Q4 2014 and held it in 19 quarters. The position peaked at $1.01M in Q3 2016. 269 funds tracked by Wall St. Rank hold CIM as of Q2 2020.

  • Balasa Dinverno & Foltz reported no remaining Chimera Investment position as of Q2 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 4,663 Chimera Investment shares in Q2 2020, an estimated $127K.
  • Balasa Dinverno & Foltz first reported a position in Chimera Investment in Q4 2014 and held it in 19 quarters.
  • Balasa Dinverno & Foltz's Chimera Investment position peaked at $1.01M in Q3 2016.
  • 269 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2020, filed 7 Aug 2020.