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Cornerstone Advisors (Washington)’s Chemed CHE Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-9
Closed -$3K – 940
2019
Q2 		$3K Buy
9
+4
+80% +$1.34K ﹤0.01% 1021
2019
Q1 		$2K Hold
5
– – ﹤0.01% 983
2018
Q4 		$1K Hold
5
– – ﹤0.01% 950
2018
Q3 		$2K Hold
5
– – ﹤0.01% 876
2018
Q2 		$2K Hold
5
– – ﹤0.01% 830
2018
Q1 		$1K Buy
+5
New +$1.32K ﹤0.01% 924

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CHE Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Chemed (CHE) in Q3 2019, closing a stake of 9 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in CHE in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 393 funds tracked by Wall St. Rank hold CHE as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Chemed position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 9 Chemed shares in Q3 2019, an estimated $3K.
  • Cornerstone Advisors (Washington) first reported a position in Chemed in Q1 2018 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s Chemed position peaked at $3K in Q2 2019.
  • 393 funds tracked by Wall St. Rank held Chemed as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.