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Concert Wealth Management’s Chimera Investment CIM Stock Holding History

Concert Wealth 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
2014
Q3 		– Sell
-871
Closed -$37K – 546
2014
Q2 		$37K Sell
871
-285
-25% -$13.4K ﹤0.01% 561
2014
Q1 		$52K Buy
1,156
+283
+32% +$13.2K 0.01% 553
2013
Q4 		$39K Sell
873
-372
-30% -$16.9K 0.01% 528
2013
Q3 		$56K Sell
1,245
-431
-26% -$19.2K 0.01% 521
2013
Q2 		$74K Buy
+1,676
New +$79.6K 0.01% 497

Other funds holding CIM

OA
Omega Advisors New York $1.02B AUM 7% 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 $10.5B AUM 30.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Concert Wealth Management's CIM Position: Q3 2014 in Review

Concert Wealth Management sold out of Chimera Investment (CIM) in Q3 2014, closing a stake of 871 shares — an estimated $37K sold.

Concert Wealth Management first reported a position in CIM in Q2 2013 and held it in 5 quarters. The position peaked at $74K in Q2 2013. 244 funds tracked by Wall St. Rank hold CIM as of Q3 2014.

  • Concert Wealth Management reported no remaining Chimera Investment position as of Q3 2014 after selling out during the quarter.
  • Concert Wealth Management sold 871 Chimera Investment shares in Q3 2014, an estimated $37K.
  • Concert Wealth Management first reported a position in Chimera Investment in Q2 2013 and held it in 5 quarters.
  • Concert Wealth Management's Chimera Investment position peaked at $74K in Q2 2013.
  • 244 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.