Elite Wealth Management’s Chemed CHE Stock Holding History

Elite Wealth 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
2014 Q4	–	Sell	-609	Closed	-$63K	–	137
2014 Q3	$63K	Hold	609	–	–	0.06%	109
2014 Q2	$57K	Hold	609	–	–	0.06%	106
2014 Q1	$54K	Hold	609	–	–	0.04%	120
2013 Q4	$47K	Hold	609	–	–	0.03%	164
2013 Q3	$44K	Hold	609	–	–	0.04%	177
2013 Q2	$44K	Buy	+609	New	+$44.7K	0.06%	129

Other funds holding CHE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Elite Wealth Management's CHE Position: Q4 2014 in Review

Elite Wealth Management sold out of Chemed (CHE) in Q4 2014, closing a stake of 609 shares — an estimated $63K sold.

Elite Wealth Management first reported a position in CHE in Q2 2013 and held it in 6 quarters. The position peaked at $63K in Q3 2014. 199 funds tracked by Wall St. Rank hold CHE as of Q4 2014.

Elite Wealth Management reported no remaining Chemed position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 609 Chemed shares in Q4 2014, an estimated $63K.
Elite Wealth Management first reported a position in Chemed in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Chemed position peaked at $63K in Q3 2014.
199 funds tracked by Wall St. Rank held Chemed as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.