Bristlecone Advisors’s Chemed CHE Stock Holding History

Bristlecone Advisors’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
2017 Q4	–	Sell	-150	Closed	-$30K	–	168
2017 Q3	$30K	Buy	+150	New	+$29.5K	0.01%	223

Other funds holding CHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Bristlecone Advisors's CHE Position: Q4 2017 in Review

Bristlecone Advisors sold out of Chemed (CHE) in Q4 2017, closing a stake of 150 shares — an estimated $30K sold.

Bristlecone Advisors first reported a position in CHE in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 299 funds tracked by Wall St. Rank hold CHE as of Q4 2017.

Bristlecone Advisors reported no remaining Chemed position as of Q4 2017 after selling out during the quarter.
Bristlecone Advisors sold 150 Chemed shares in Q4 2017, an estimated $30K.
Bristlecone Advisors first reported a position in Chemed in Q3 2017 and held it in 1 quarter.
Bristlecone Advisors's Chemed position peaked at $30K in Q3 2017.
299 funds tracked by Wall St. Rank held Chemed as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.