Edge Wealth Management’s Chimera Investment CIM Stock Holding History

Edge 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
2019 Q2	–	Sell	-13,041	Closed	-$1M	–	608
2019 Q1	$1M	Buy	+13,041	New	+$733K	0.25%	67
2015 Q4	–	Sell	-4,000	Closed	-$159K	–	467
2015 Q3	$159K	Hold	4,000	–	–	0.06%	112
2015 Q2	$165K	Hold	4,000	–	–	0.06%	118
2015 Q1	$188K	Hold	4,000	–	–	0.06%	103
2014 Q4	$192K	Buy	+4,000	New	+$193K	0.07%	108
2014 Q2	–	Sell	-4,000	Closed	-$184K	–	389
2014 Q1	$184K	Buy	+4,000	New	+$186K	0.08%	97

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Edge Wealth Management's CIM Position: Q2 2019 in Review

Edge Wealth Management sold out of Chimera Investment (CIM) in Q2 2019, closing a stake of 13,041 shares — an estimated $1M sold.

Edge Wealth Management first reported a position in CIM in Q1 2014 and held it in 6 quarters. The position peaked at $1M in Q1 2019. 278 funds tracked by Wall St. Rank hold CIM as of Q2 2019.

Edge Wealth Management reported no remaining Chimera Investment position as of Q2 2019 after selling out during the quarter.
Edge Wealth Management sold 13,041 Chimera Investment shares in Q2 2019, an estimated $1M.
Edge Wealth Management first reported a position in Chimera Investment in Q1 2014 and held it in 6 quarters.
Edge Wealth Management's Chimera Investment position peaked at $1M in Q1 2019.
278 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2019.

Based on Edge Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.