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Bruderman Asset Management’s Chemed CHE Stock Holding History

Bruderman Asset 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
2017
Q1 		– Sell
-221
Closed -$35K – 156
2016
Q4 		$35K Hold
221
– – 0.01% 240
2016
Q3 		$31K Hold
221
– – 0.01% 251
2016
Q2 		$30K Sell
221
-49
-18% -$6.5K 0.01% 237
2016
Q1 		$37K Hold
270
– – 0.01% 222
2015
Q4 		$40K Buy
+270
New +$39.9K 0.02% 225

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bruderman Asset Management's CHE Position: Q1 2017 in Review

Bruderman Asset Management sold out of Chemed (CHE) in Q1 2017, closing a stake of 221 shares — an estimated $35K sold.

Bruderman Asset Management first reported a position in CHE in Q4 2015 and held it in 5 quarters. The position peaked at $40K in Q4 2015. 250 funds tracked by Wall St. Rank hold CHE as of Q1 2017.

  • Bruderman Asset Management reported no remaining Chemed position as of Q1 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 221 Chemed shares in Q1 2017, an estimated $35K.
  • Bruderman Asset Management first reported a position in Chemed in Q4 2015 and held it in 5 quarters.
  • Bruderman Asset Management's Chemed position peaked at $40K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held Chemed as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.