Principal Financial Group
CHMI

Principal Financial Group’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Principal Financial Group’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
2018
Q2 		– Sell
-29,279
Closed -$514K – 2276
2018
Q1 		$514K Buy
29,279
+2,723
+10% +$46.5K ﹤0.01% 1939
2017
Q4 		$478K Buy
+26,556
New +$486K ﹤0.01% 1968

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's CHMI Position: Q2 2018 in Review

Principal Financial Group sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2018, closing a stake of 29,279 shares — an estimated $514K sold.

Principal Financial Group first reported a position in CHMI in Q4 2017 and held it in 2 quarters. The position peaked at $514K in Q1 2018. 87 funds tracked by Wall St. Rank hold CHMI as of Q2 2018.

  • Principal Financial Group reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2018 after selling out during the quarter.
  • Principal Financial Group sold 29,279 Cherry Hill Mortgage Investment Corp shares in Q2 2018, an estimated $514K.
  • Principal Financial Group first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2017 and held it in 2 quarters.
  • Principal Financial Group's Cherry Hill Mortgage Investment Corp position peaked at $514K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2018.

Based on Principal Financial Group's 13F filing for Q2 2018, filed 13 Aug 2018.