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Focused Wealth Management’s Cardinal Health CAH Stock Holding History

Focused Wealth Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,650
Closed -$129K – 658
2018
Q2 		$129K Hold
2,650
– – 0.04% 203
2018
Q1 		$166K Buy
+2,650
New +$182K 0.05% 190
2017
Q1 		– Sell
-16
Closed -$1K – 690
2016
Q4 		$1K Hold
16
– – ﹤0.01% 639
2016
Q3 		$1K Buy
+16
New +$1.29K ﹤0.01% 614
2016
Q2 		– Sell
-22
Closed -$2K – 668
2016
Q1 		$2K Buy
+22
New +$1.79K ﹤0.01% 553

Other funds holding CAH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's CAH Position: Q3 2018 in Review

Focused Wealth Management sold out of Cardinal Health (CAH) in Q3 2018, closing a stake of 2,650 shares — an estimated $129K sold.

Focused Wealth Management first reported a position in CAH in Q1 2016 and held it in 5 quarters. The position peaked at $166K in Q1 2018. 685 funds tracked by Wall St. Rank hold CAH as of Q3 2018.

  • Focused Wealth Management reported no remaining Cardinal Health position as of Q3 2018 after selling out during the quarter.
  • Focused Wealth Management sold 2,650 Cardinal Health shares in Q3 2018, an estimated $129K.
  • Focused Wealth Management first reported a position in Cardinal Health in Q1 2016 and held it in 5 quarters.
  • Focused Wealth Management's Cardinal Health position peaked at $166K in Q1 2018.
  • 685 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2018.

Based on Focused Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.