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Affinity Investment Advisors’s Chemed CHE Stock Holding History

Affinity Investment Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-8,040
Closed -$582K – 89
2013
Q2 		$582K Buy
+8,040
New +$590K 0.05% 97

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Affinity Investment Advisors's CHE Position: Q3 2013 in Review

Affinity Investment Advisors sold out of Chemed (CHE) in Q3 2013, closing a stake of 8,040 shares — an estimated $582K sold.

Affinity Investment Advisors first reported a position in CHE in Q2 2013 and held it in 1 quarter. The position peaked at $582K in Q2 2013. 178 funds tracked by Wall St. Rank hold CHE as of Q3 2013.

  • Affinity Investment Advisors reported no remaining Chemed position as of Q3 2013 after selling out during the quarter.
  • Affinity Investment Advisors sold 8,040 Chemed shares in Q3 2013, an estimated $582K.
  • Affinity Investment Advisors first reported a position in Chemed in Q2 2013 and held it in 1 quarter.
  • Affinity Investment Advisors's Chemed position peaked at $582K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Chemed as of Q3 2013.

Based on Affinity Investment Advisors's 13F filing for Q3 2013, filed 17 Jan 2014.