IPC
CHMI

Independent Portfolio Consultants’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-36,021
Closed -$666K – 993
2014
Q4 		$666K Buy
36,021
+32,000
+796% +$593K 0.13% 212
2014
Q3 		$75K Buy
4,021
+3,021
+302% +$59.7K 0.02% 582
2014
Q2 		$20K Buy
+1,000
New +$19.3K 0.01% 770

Other funds holding CHMI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Independent Portfolio Consultants's CHMI Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2015, closing a stake of 36,021 shares — an estimated $666K sold.

Independent Portfolio Consultants first reported a position in CHMI in Q2 2014 and held it in 3 quarters. The position peaked at $666K in Q4 2014. 41 funds tracked by Wall St. Rank hold CHMI as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining Cherry Hill Mortgage Investment Corp position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 36,021 Cherry Hill Mortgage Investment Corp shares in Q1 2015, an estimated $666K.
  • Independent Portfolio Consultants first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Cherry Hill Mortgage Investment Corp position peaked at $666K in Q4 2014.
  • 41 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.