KFS
CIM

KMS Financial Services’s Chimera Investment CIM Stock Holding History

KMS Financial Services’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
2014
Q3 		$54K Buy
+1,191
New +$57.4K 0.01% 531
2014
Q2 		– Sell
-1,805
Closed -$83K – 548
2014
Q1 		$83K Buy
1,805
+682
+61% +$31.7K 0.01% 517
2013
Q4 		$52K Buy
1,123
+193
+21% +$8.78K 0.01% 522
2013
Q3 		$42K Buy
930
+167
+22% +$7.43K 0.01% 445
2013
Q2 		$34K Buy
+763
New +$36.2K 0.01% 391

Other funds holding CIM

OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

KMS Financial Services's CIM Position: Q3 2014 in Review

KMS Financial Services opened a new position in Chimera Investment (CIM) in Q3 2014: 1,191 shares worth $54K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: KMS Financial Services previously reported a position in CIM as recently as Q1 2014.

KMS Financial Services first reported a position in CIM in Q2 2013 and has held it in 5 quarters since. The position peaked at $83K in Q1 2014. 244 funds tracked by Wall St. Rank hold CIM as of Q3 2014.

  • KMS Financial Services held 1,191 shares of Chimera Investment worth $54K as of Q3 2014.
  • Chimera Investment was a new KMS Financial Services position in Q3 2014.
  • Chimera Investment made up 0.01% of KMS Financial Services's portfolio in Q3 2014, its #531 holding.
  • KMS Financial Services first reported a position in Chimera Investment in Q2 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Chimera Investment position peaked at $83K in Q1 2014.
  • 244 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.