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BRC Investment Management’s Chemed CHE Stock Holding History

BRC Investment Management’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
Q4 		– Sell
-5,637
Closed -$580K – 116
2014
Q3 		$580K Buy
+5,637
New +$571K 0.09% 63
2014
Q2 		– Sell
-6,829
Closed -$611K – 144
2014
Q1 		$611K Buy
+6,829
New +$556K 0.1% 60

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BRC Investment Management's CHE Position: Q4 2014 in Review

BRC Investment Management sold out of Chemed (CHE) in Q4 2014, closing a stake of 5,637 shares — an estimated $580K sold.

BRC Investment Management first reported a position in CHE in Q1 2014 and held it in 2 quarters. The position peaked at $611K in Q1 2014. 199 funds tracked by Wall St. Rank hold CHE as of Q4 2014.

  • BRC Investment Management reported no remaining Chemed position as of Q4 2014 after selling out during the quarter.
  • BRC Investment Management sold 5,637 Chemed shares in Q4 2014, an estimated $580K.
  • BRC Investment Management first reported a position in Chemed in Q1 2014 and held it in 2 quarters.
  • BRC Investment Management's Chemed position peaked at $611K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held Chemed as of Q4 2014.

Based on BRC Investment Management's 13F filing for Q4 2014, filed 26 Jan 2015.