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Brookstone Capital Management’s Chemed CHE Stock Holding History

Brookstone Capital 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
2019
Q4 		– Sell
-650
Closed -$271K – 429
2019
Q3 		$271K Sell
650
-686
-51% -$280K 0.01% 353
2019
Q2 		$482K Buy
+1,336
New +$447K 0.03% 273
2015
Q4 		– Sell
-51
Closed -$7K – 268
2015
Q3 		$7K Hold
51
– – ﹤0.01% 1281
2015
Q2 		$7K Buy
+51
New +$6.31K ﹤0.01% 1371

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brookstone Capital Management's CHE Position: Q4 2019 in Review

Brookstone Capital Management sold out of Chemed (CHE) in Q4 2019, closing a stake of 650 shares — an estimated $271K sold.

Brookstone Capital Management first reported a position in CHE in Q2 2015 and held it in 4 quarters. The position peaked at $482K in Q2 2019. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

  • Brookstone Capital Management reported no remaining Chemed position as of Q4 2019 after selling out during the quarter.
  • Brookstone Capital Management sold 650 Chemed shares in Q4 2019, an estimated $271K.
  • Brookstone Capital Management first reported a position in Chemed in Q2 2015 and held it in 4 quarters.
  • Brookstone Capital Management's Chemed position peaked at $482K in Q2 2019.
  • 415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on Brookstone Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.