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Independent Portfolio Consultants’s Chemed CHE Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$13K Sell
65
-235
-78% -$46.8K 0.01% 663
2017
Q1 		$55K Sell
300
-105
-26% -$18.3K 0.02% 547
2016
Q4 		$65K Buy
405
+15
+4% +$2.2K 0.02% 506
2016
Q3 		$55K Sell
390
-150
-28% -$20.9K 0.02% 523
2016
Q2 		$74K Hold
540
– – 0.02% 494
2016
Q1 		$73K Sell
540
-140
-21% -$18.9K 0.02% 516
2015
Q4 		$102K Sell
680
-50
-7% -$7.39K 0.03% 465
2015
Q3 		$97K Sell
730
-90
-11% -$12.6K 0.02% 463
2015
Q2 		$108K Sell
820
-5
-0.6% -$619 0.02% 489
2015
Q1 		$99K Sell
825
-25
-3% -$2.77K 0.02% 481
2014
Q4 		$90K Sell
850
-3,475
-80% -$367K 0.02% 530
2014
Q3 		$445K Sell
4,325
-805
-16% -$81.6K 0.12% 249
2014
Q2 		$481K Buy
5,130
+235
+5% +$20.8K 0.13% 244
2014
Q1 		$437K Buy
4,895
+85
+2% +$6.92K 0.14% 275
2013
Q4 		$369K Buy
4,810
+1,140
+31% +$84.1K 0.13% 323
2013
Q3 		$262K Buy
3,670
+130
+4% +$9.25K 0.1% 385
2013
Q2 		$256K Buy
+3,540
New +$260K 0.11% 372

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Independent Portfolio Consultants's CHE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Chemed (CHE) stake by 78% in Q2 2017, selling an estimated $46.8K and leaving 65 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #663.

Independent Portfolio Consultants first reported a position in CHE in Q2 2013 and has held it in 17 quarters since. The position peaked at $481K in Q2 2014. 272 funds tracked by Wall St. Rank hold CHE as of Q2 2017.

  • Independent Portfolio Consultants held 65 shares of Chemed worth $13K as of Q2 2017.
  • Independent Portfolio Consultants sold 235 Chemed shares in Q2 2017, an estimated $46.8K.
  • Chemed made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #663 holding.
  • Independent Portfolio Consultants first reported a position in Chemed in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Chemed position peaked at $481K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held Chemed as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.