LA
CHMI

Lucus Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Lucus Advisors’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
2017
Q4 		– Sell
-19,089
Closed -$346K – 210
2017
Q3 		$346K Sell
19,089
-135
-0.7% -$2.52K 0.49% 132
2017
Q2 		$355K Buy
+19,224
New +$344K 0.48% 148

Other funds holding CHMI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lucus Advisors's CHMI Position: Q4 2017 in Review

Lucus Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q4 2017, closing a stake of 19,089 shares — an estimated $346K sold.

Lucus Advisors first reported a position in CHMI in Q2 2017 and held it in 2 quarters. The position peaked at $355K in Q2 2017. 86 funds tracked by Wall St. Rank hold CHMI as of Q4 2017.

  • Lucus Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 19,089 Cherry Hill Mortgage Investment Corp shares in Q4 2017, an estimated $346K.
  • Lucus Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2017 and held it in 2 quarters.
  • Lucus Advisors's Cherry Hill Mortgage Investment Corp position peaked at $355K in Q2 2017.
  • 86 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.