WealthSource Partners’s Chimera Investment CIM Stock Holding History

WealthSource Partners’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,671	Closed	-$128K	–	353
2020 Q1	$128K	Sell	4,671 -290	-6%	-$16.5K	0.02%	322
2019 Q4	$306K	Sell	4,961 -602	-11%	-$36.7K	0.04%	307
2019 Q3	$326K	Sell	5,563 -4,881	-47%	-$284K	0.05%	312
2019 Q2	$591K	Buy	+10,444	New	+$592K	0.09%	213

Other funds holding CIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WealthSource Partners's CIM Position: Q2 2020 in Review

WealthSource Partners sold out of Chimera Investment (CIM) in Q2 2020, closing a stake of 4,671 shares — an estimated $128K sold.

WealthSource Partners first reported a position in CIM in Q2 2019 and held it in 4 quarters. The position peaked at $591K in Q2 2019. 269 funds tracked by Wall St. Rank hold CIM as of Q2 2020.

WealthSource Partners reported no remaining Chimera Investment position as of Q2 2020 after selling out during the quarter.
WealthSource Partners sold 4,671 Chimera Investment shares in Q2 2020, an estimated $128K.
WealthSource Partners first reported a position in Chimera Investment in Q2 2019 and held it in 4 quarters.
WealthSource Partners's Chimera Investment position peaked at $591K in Q2 2019.
269 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.