VFA
CHMI

Valeo Financial Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Valeo Financial Advisors’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
-42
Closed -$1K – 1515
2018
Q3 		$1K Hold
42
– – ﹤0.01% 1594
2018
Q2 		$1K Buy
+42
New +$760 ﹤0.01% 1436

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State Street
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
JAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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Millennium Management
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Valeo Financial Advisors's CHMI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CHMI in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 89 funds tracked by Wall St. Rank hold CHMI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 42 Cherry Hill Mortgage Investment Corp shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Cherry Hill Mortgage Investment Corp position peaked at $1K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.