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Archford Capital Strategies’s Chemed CHE Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-119
Closed -$11.2K – 731
2014
Q2 		$11.2K Hold
119
– – 0.01% 384
2014
Q1 		$10.6K Buy
+119
New +$9.7K 0.01% 408

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Archford Capital Strategies's CHE Position: Q3 2014 in Review

Archford Capital Strategies sold out of Chemed (CHE) in Q3 2014, closing a stake of 119 shares — an estimated $11.2K sold.

Archford Capital Strategies first reported a position in CHE in Q1 2014 and held it in 2 quarters. The position peaked at $11.2K in Q2 2014. 196 funds tracked by Wall St. Rank hold CHE as of Q3 2014.

  • Archford Capital Strategies reported no remaining Chemed position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 119 Chemed shares in Q3 2014, an estimated $11.2K.
  • Archford Capital Strategies first reported a position in Chemed in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Chemed position peaked at $11.2K in Q2 2014.
  • 196 funds tracked by Wall St. Rank held Chemed as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.