PWPS
CHMI

Pinnacle Wealth Planning Services’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-1,230
Closed -$11K – 649
2020
Q4 		$11K Buy
+1,230
New +$11.5K ﹤0.01% 1348

Other funds holding CHMI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHMI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2021, closing a stake of 1,230 shares — an estimated $11K sold.

Pinnacle Wealth Planning Services first reported a position in CHMI in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 76 funds tracked by Wall St. Rank hold CHMI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cherry Hill Mortgage Investment Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,230 Cherry Hill Mortgage Investment Corp shares in Q1 2021, an estimated $11K.
  • Pinnacle Wealth Planning Services first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cherry Hill Mortgage Investment Corp position peaked at $11K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.