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Bowling Portfolio Management’s Addus HomeCare ADUS Stock Holding History

Bowling Portfolio Management’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-33,954
Closed -$1.2M – 351
2017
Q3 		$1.2M Buy
33,954
+15,865
+88% +$559K 0.18% 195
2017
Q2 		$673K Buy
18,089
+85
+0.5% +$3.06K 0.1% 265
2017
Q1 		$576K Buy
+18,004
New +$609K 0.1% 254

Other funds holding ADUS

EML
Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bowling Portfolio Management's ADUS Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Addus HomeCare (ADUS) in Q4 2017, closing a stake of 33,954 shares — an estimated $1.2M sold.

Bowling Portfolio Management first reported a position in ADUS in Q1 2017 and held it in 3 quarters. The position peaked at $1.2M in Q3 2017. 84 funds tracked by Wall St. Rank hold ADUS as of Q4 2017.

  • Bowling Portfolio Management reported no remaining Addus HomeCare position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 33,954 Addus HomeCare shares in Q4 2017, an estimated $1.2M.
  • Bowling Portfolio Management first reported a position in Addus HomeCare in Q1 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Addus HomeCare position peaked at $1.2M in Q3 2017.
  • 84 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.