WAM
CIM

Wealthspire Advisors (Maryland)’s Chimera Investment CIM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Hold
0
– – – 1092
2018
Q4 		– Hold
0
– – – 1096
2018
Q3 		– Hold
0
– – – 1175
2018
Q2 		– Hold
0
– – – 1181
2018
Q1 		– Hold
0
– – – 1193
2017
Q3 		– Hold
0
– – – 1146
2017
Q2 		– Hold
0
– – – 1098
2017
Q1 		– Hold
0
– – – 1260
2016
Q4 		– Hold
0
– – – 1285
2016
Q3 		– Hold
0
– – – 1289
2016
Q2 		– Hold
0
– – – 1262
2016
Q1 		– Hold
0
– – – 1293
2015
Q4 		– Hold
0
– – – 1384

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return