First Allied Advisory Services’s Chemed CHE Stock Holding History

First Allied Advisory Services’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
2020 Q3	$342K	Buy	+712	New	+$349K	0.01%	848
2020 Q2	–	Sell	-505	Closed	-$219K	–	1115
2020 Q1	$219K	Sell	505 -74	-13%	-$33K	0.01%	902
2019 Q4	$252K	Buy	579 +24	+4%	+$10.1K	0.01%	1012
2019 Q3	$232K	Buy	+555	New	+$227K	0.01%	1021

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Allied Advisory Services's CHE Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Chemed (CHE) in Q3 2020: 712 shares worth $342K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in CHE as recently as Q1 2020.

First Allied Advisory Services first reported a position in CHE in Q3 2019 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

First Allied Advisory Services held 712 shares of Chemed worth $342K as of Q3 2020.
Chemed was a new First Allied Advisory Services position in Q3 2020.
Chemed made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #848 holding.
First Allied Advisory Services first reported a position in Chemed in Q3 2019 and has held it in 4 quarters since.
446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.