Integrated Wealth Management (Palm Desert)’s Chimera Investment CIM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-930	Closed	-$45K	–	360
2016 Q3	$45K	Buy	930 +863	+1,288%	+$42.2K	0.02%	426
2016 Q2	$3K	Hold	67	–	–	﹤0.01%	999
2016 Q1	$3K	Hold	67	–	–	﹤0.01%	926
2015 Q4	$3K	Buy	+67	New	+$2.81K	﹤0.01%	1008
2015 Q3	–	Sell	-67	Closed	-$3K	–	1311
2015 Q2	$3K	Sell	67 -223	-77%	-$9.95K	﹤0.01%	1038
2015 Q1	$13K	Buy	+290	New	+$13.9K	0.01%	697

Other funds holding CIM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

WFI

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Integrated Wealth Management (Palm Desert)'s CIM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Chimera Investment (CIM) in Q4 2016, closing a stake of 930 shares — an estimated $45K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CIM in Q1 2015 and held it in 6 quarters. The position peaked at $45K in Q3 2016. 265 funds tracked by Wall St. Rank hold CIM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Chimera Investment position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 930 Chimera Investment shares in Q4 2016, an estimated $45K.
Integrated Wealth Management (Palm Desert) first reported a position in Chimera Investment in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Chimera Investment position peaked at $45K in Q3 2016.
265 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.