SPIA
CHMI

Steward Partners Investment Advisory’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Steward Partners Investment Advisory’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
-21
Closed – – 3424
2020
Q4 		$0 Hold
21
– – ﹤0.01% 2888
2020
Q3 		$0 Sell
21
-8
-28% -$75 ﹤0.01% 2746
2020
Q2 		$0 Sell
29
-136,943
-100% -$1.05M ﹤0.01% 2667
2020
Q1 		$849K Buy
+136,972
New +$1.8M 0.03% 424

Other funds holding CHMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Steward Partners Investment Advisory's CHMI Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2021, closing a stake of 21 shares.

Steward Partners Investment Advisory first reported a position in CHMI in Q1 2020 and held it in 4 quarters. The position peaked at $849K in Q1 2020. 77 funds tracked by Wall St. Rank hold CHMI as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Cherry Hill Mortgage Investment Corp position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 21 Cherry Hill Mortgage Investment Corp shares in Q1 2021.
  • Steward Partners Investment Advisory first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2020 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Cherry Hill Mortgage Investment Corp position peaked at $849K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.