Kanaly Trust’s Chimera Investment CIM Stock Holding History

Kanaly Trust’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	$9K	Buy	180 +29	+19%	+$1.42K	﹤0.01%	568
2016 Q3	$7K	Hold	151	–	–	﹤0.01%	591
2016 Q2	$7K	Hold	151	–	–	﹤0.01%	586
2016 Q1	$6K	Buy	151 +137	+979%	+$5.33K	﹤0.01%	620
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	843
2015 Q3	$1K	Buy	+14	New	+$590	﹤0.01%	827
2015 Q2	–	Sell	-14	Closed	-$1K	–	849
2015 Q1	$1K	Hold	14	–	–	﹤0.01%	659
2014 Q4	$1K	Hold	14	–	–	﹤0.01%	674
2014 Q3	$1K	Hold	14	–	–	﹤0.01%	771
2014 Q2	$1K	Buy	+14	New	+$658	﹤0.01%	673

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 18.13% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kanaly Trust's CIM Position: Q4 2016 in Review

Kanaly Trust increased its Chimera Investment (CIM) stake by 19% in Q4 2016, buying an estimated $1.42K and bringing the position to 180 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Kanaly Trust first reported a position in CIM in Q2 2014 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold CIM as of Q4 2016.

Kanaly Trust held 180 shares of Chimera Investment worth $9K as of Q4 2016.
Kanaly Trust bought 29 Chimera Investment shares in Q4 2016, an estimated $1.42K.
Chimera Investment made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #568 holding.
Kanaly Trust first reported a position in Chimera Investment in Q2 2014 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.