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AllSquare Wealth Management’s Cardinal Health CAH Stock Holding History

AllSquare Wealth Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-371
Closed -$30K – 191
2017
Q1 		$30K Buy
+371
New +$29.2K 0.03% 170

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AllSquare Wealth Management's CAH Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Cardinal Health (CAH) in Q2 2017, closing a stake of 371 shares — an estimated $30K sold.

AllSquare Wealth Management first reported a position in CAH in Q1 2017 and held it in 1 quarter. The position peaked at $30K in Q1 2017. 747 funds tracked by Wall St. Rank hold CAH as of Q2 2017.

  • AllSquare Wealth Management reported no remaining Cardinal Health position as of Q2 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 371 Cardinal Health shares in Q2 2017, an estimated $30K.
  • AllSquare Wealth Management first reported a position in Cardinal Health in Q1 2017 and held it in 1 quarter.
  • AllSquare Wealth Management's Cardinal Health position peaked at $30K in Q1 2017.
  • 747 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.