YorkBridge Wealth Partners’s Chimera Investment CIM Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-413	Closed	-$23K	–	255
2019 Q2	$23K	Hold	413	–	–	0.01%	454
2019 Q1	$23K	Hold	413	–	–	0.01%	451
2018 Q4	$22K	Hold	413	–	–	0.01%	437
2018 Q3	$22K	Hold	413	–	–	0.01%	499
2018 Q2	$23K	Hold	413	–	–	0.01%	499
2018 Q1	$21K	Hold	413	–	–	0.01%	508
2017 Q4	$20K	Hold	413	–	–	0.01%	509
2017 Q3	$23K	Hold	413	–	–	0.01%	483
2017 Q2	$23K	Hold	413	–	–	0.01%	472
2017 Q1	$24K	Sell	413 -692	-63%	-$38.6K	0.01%	459
2016 Q4	$55K	Buy	+1,105	New	+$54.1K	0.03%	341

Other funds holding CIM

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

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

TIM

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

CLG

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFI

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

YorkBridge Wealth Partners's CIM Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Chimera Investment (CIM) in Q3 2019, closing a stake of 413 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in CIM in Q4 2016 and held it in 11 quarters. The position peaked at $55K in Q4 2016. 283 funds tracked by Wall St. Rank hold CIM as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Chimera Investment position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 413 Chimera Investment shares in Q3 2019, an estimated $23K.
YorkBridge Wealth Partners first reported a position in Chimera Investment in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Chimera Investment position peaked at $55K in Q4 2016.
283 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.