Creative Planning
CHMI

Creative Planning’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Creative Planning’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$18K – 2196
2017
Q2 		$18K Buy
+1,000
New +$17.9K ﹤0.01% 3242

Other funds holding CHMI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's CHMI Position: Q3 2017 in Review

Creative Planning sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q3 2017, closing a stake of 1,000 shares — an estimated $18K sold.

Creative Planning first reported a position in CHMI in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 83 funds tracked by Wall St. Rank hold CHMI as of Q3 2017.

  • Creative Planning reported no remaining Cherry Hill Mortgage Investment Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Cherry Hill Mortgage Investment Corp shares in Q3 2017, an estimated $18K.
  • Creative Planning first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Cherry Hill Mortgage Investment Corp position peaked at $18K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.