Barrett Asset Management’s Chimera Investment CIM Stock Holding History

Barrett Asset Management’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 Q3	–	Sell	-667	Closed	-$37K	–	372
2018 Q2	$37K	Buy	667 +334	+100%	+$18K	﹤0.01%	267
2018 Q1	$17K	Sell	333 -2,334	-88%	-$122K	﹤0.01%	320
2017 Q4	$148K	Sell	2,667 -333	-11%	-$18.7K	0.01%	173
2017 Q3	$170K	Hold	3,000	–	–	0.01%	154
2017 Q2	$168K	Hold	3,000	–	–	0.01%	155
2017 Q1	$182K	Hold	3,000	–	–	0.01%	140
2016 Q4	$153K	Hold	3,000	–	–	0.01%	149
2016 Q3	$144K	Hold	3,000	–	–	0.01%	154
2016 Q2	$141K	Hold	3,000	–	–	0.01%	154
2016 Q1	$122K	Hold	3,000	–	–	0.01%	163
2015 Q4	$123K	Hold	3,000	–	–	0.01%	162
2015 Q3	$120K	Hold	3,000	–	–	0.01%	161
2015 Q2	$123K	Buy	+3,000	New	+$134K	0.01%	167
2015 Q1	–	Sell	-6,667	Closed	-$318K	–	356
2014 Q4	$318K	Hold	6,667	–	–	0.02%	141
2014 Q3	$304K	Hold	6,667	–	–	0.02%	142
2014 Q2	$319K	Hold	6,667	–	–	0.03%	144
2014 Q1	$306K	Sell	6,667 -333	-5%	-$15.5K	0.03%	136
2013 Q4	$326K	Hold	7,000	–	–	0.03%	133
2013 Q3	$319K	Hold	7,000	–	–	0.03%	130
2013 Q2	$315K	Buy	+7,000	New	+$332K	0.03%	126

Other funds holding CIM

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrett Asset Management's CIM Position: Q3 2018 in Review

Barrett Asset Management sold out of Chimera Investment (CIM) in Q3 2018, closing a stake of 667 shares — an estimated $37K sold.

Barrett Asset Management first reported a position in CIM in Q2 2013 and held it in 20 quarters. The position peaked at $326K in Q4 2013. 262 funds tracked by Wall St. Rank hold CIM as of Q3 2018.

Barrett Asset Management reported no remaining Chimera Investment position as of Q3 2018 after selling out during the quarter.
Barrett Asset Management sold 667 Chimera Investment shares in Q3 2018, an estimated $37K.
Barrett Asset Management first reported a position in Chimera Investment in Q2 2013 and held it in 20 quarters.
Barrett Asset Management's Chimera Investment position peaked at $326K in Q4 2013.
262 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2018.

Based on Barrett Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.