NFG
CIM

Next Financial Group’s Chimera Investment CIM Stock Holding History

Next Financial Group’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
2021
Q4 		$326K Buy
7,199
+3,302
+85% +$156K 0.02% 701
2021
Q3 		$173K Buy
3,897
+1,292
+50% +$58K 0.01% 901
2021
Q2 		$118K Buy
2,605
+18
+0.7% +$749 0.01% 1038
2021
Q1 		$99K Buy
2,587
+492
+23% +$16.8K 0.01% 1037
2020
Q4 		$64K Buy
2,095
+1,885
+898% +$54.6K 0.01% 1113
2020
Q3 		$5K Buy
+210
New +$5.59K ﹤0.01% 1823
2020
Q2 		– Sell
-180
Closed -$5K – 819
2020
Q1 		$5K Sell
180
-4,492
-96% -$255K ﹤0.01% 1694
2019
Q4 		$288K Buy
4,672
+2,667
+133% +$163K 0.03% 550
2019
Q3 		$118K Buy
2,005
+533
+36% +$31K 0.01% 853
2019
Q2 		$83K Buy
1,472
+1,334
+967% +$75.6K 0.01% 978
2019
Q1 		$8K Hold
138
– – ﹤0.01% 1153
2018
Q4 		$7K Hold
138
– – ﹤0.01% 1435
2018
Q3 		$8K Buy
+138
New +$7.76K ﹤0.01% 1035
2017
Q4 		– Sell
-33
Closed -$2K – 446
2017
Q3 		$2K Sell
33
-157
-83% -$8.91K ﹤0.01% 1589
2017
Q2 		$11K Hold
190
– – ﹤0.01% 1278
2017
Q1 		$12K Sell
190
-138
-42% -$7.69K ﹤0.01% 1201
2016
Q4 		$17K Sell
328
-100
-23% -$4.9K ﹤0.01% 1432
2016
Q3 		$20K Sell
428
-429
-50% -$21K ﹤0.01% 1354
2016
Q2 		$40K Hold
857
– – 0.01% 715
2016
Q1 		$34K Hold
857
– – 0.01% 741
2015
Q4 		$35K Buy
857
+667
+351% +$28K 0.01% 734
2015
Q3 		$7K Hold
190
– – ﹤0.01% 1315
2015
Q2 		$7K Buy
+190
New +$8.48K ﹤0.01% 1365
2014
Q4 		– Sell
-372
Closed -$17K – 1948
2014
Q3 		$17K Hold
372
– – ﹤0.01% 1496
2014
Q2 		$18K Buy
+372
New +$17.5K 0.01% 629

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's CIM Position: Q4 2021 in Review

Next Financial Group increased its Chimera Investment (CIM) stake by 85% in Q4 2021, buying an estimated $156K and bringing the position to 7,199 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #701.

Next Financial Group first reported a position in CIM in Q2 2014 and has held it in 25 quarters since. 285 funds tracked by Wall St. Rank hold CIM as of Q4 2021.

  • Next Financial Group held 7,199 shares of Chimera Investment worth $326K as of Q4 2021.
  • Next Financial Group bought 3,302 Chimera Investment shares in Q4 2021, an estimated $156K.
  • Chimera Investment made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #701 holding.
  • Next Financial Group first reported a position in Chimera Investment in Q2 2014 and has held it in 25 quarters since.
  • 285 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.