CWA
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Clarus Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History

Clarus Wealth Advisors’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$9K – 713
2018
Q2 		$9K Buy
+400
New +$10.5K 0.01% 537

Other funds holding CHEF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Clarus Wealth Advisors's CHEF Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Chefs' Warehouse (CHEF) in Q3 2018, closing a stake of 400 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in CHEF in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 143 funds tracked by Wall St. Rank hold CHEF as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Chefs' Warehouse position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 400 Chefs' Warehouse shares in Q3 2018, an estimated $9K.
  • Clarus Wealth Advisors first reported a position in Chefs' Warehouse in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Chefs' Warehouse position peaked at $9K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.