Stratos Wealth Partners’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-12,167	Closed	-$220K	–	1074
2018 Q3	$220K	Buy	12,167 +200	+2%	+$3.67K	0.01%	805
2018 Q2	$214K	Buy	11,967 +1,025	+9%	+$18.6K	0.01%	874
2018 Q1	$192K	Hold	10,942	–	–	0.01%	918
2017 Q4	$197K	Sell	10,942 -550	-5%	-$10.1K	0.01%	885
2017 Q3	$208K	Buy	11,492 +100	+0.9%	+$1.87K	0.01%	840
2017 Q2	$210K	Buy	+11,392	New	+$204K	0.01%	749

Other funds holding CHMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stratos Wealth Partners's CHMI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q4 2018, closing a stake of 12,167 shares — an estimated $220K sold.

Stratos Wealth Partners first reported a position in CHMI in Q2 2017 and held it in 6 quarters. The position peaked at $220K in Q3 2018. 89 funds tracked by Wall St. Rank hold CHMI as of Q4 2018.

Stratos Wealth Partners reported no remaining Cherry Hill Mortgage Investment Corp position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 12,167 Cherry Hill Mortgage Investment Corp shares in Q4 2018, an estimated $220K.
Stratos Wealth Partners first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2017 and held it in 6 quarters.
Stratos Wealth Partners's Cherry Hill Mortgage Investment Corp position peaked at $220K in Q3 2018.
89 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.