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Baltimore-Washington Financial Advisors’s Cardinal Health CAH Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q4 		– Sell
-155
Closed -$11K – 111
2015
Q3 		$11K Hold
155
– – ﹤0.01% 186
2015
Q2 		$12K Sell
155
-50
-24% -$4.42K ﹤0.01% 176
2015
Q1 		$19K Hold
205
– – 0.01% 181
2014
Q4 		$17K Buy
205
+55
+37% +$4.34K 0.01% 182
2014
Q3 		$11K Buy
+150
New +$10.9K ﹤0.01% 212

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CAH Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Cardinal Health (CAH) in Q4 2015, closing a stake of 155 shares — an estimated $11K sold.

Baltimore-Washington Financial Advisors first reported a position in CAH in Q3 2014 and held it in 5 quarters. The position peaked at $19K in Q1 2015. 782 funds tracked by Wall St. Rank hold CAH as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Cardinal Health position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 155 Cardinal Health shares in Q4 2015, an estimated $11K.
  • Baltimore-Washington Financial Advisors first reported a position in Cardinal Health in Q3 2014 and held it in 5 quarters.
  • Baltimore-Washington Financial Advisors's Cardinal Health position peaked at $19K in Q1 2015.
  • 782 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.