IMS
CHE icon

Index Management Solutions’s Chemed CHE Stock Holding History

Index Management Solutions’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
-3,706
Closed -$381K – 831
2014
Q3 		$381K Sell
3,706
-806
-18% -$81.7K 0.04% 372
2014
Q2 		$423K Buy
4,512
+3,132
+227% +$278K 0.05% 300
2014
Q1 		$123K Buy
+1,380
New +$112K 0.02% 380

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RP
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fisher Asset Management
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

Index Management Solutions's CHE Position: Q4 2014 in Review

Index Management Solutions sold out of Chemed (CHE) in Q4 2014, closing a stake of 3,706 shares — an estimated $381K sold.

Index Management Solutions first reported a position in CHE in Q1 2014 and held it in 3 quarters. The position peaked at $423K in Q2 2014. 199 funds tracked by Wall St. Rank hold CHE as of Q4 2014.

  • Index Management Solutions reported no remaining Chemed position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 3,706 Chemed shares in Q4 2014, an estimated $381K.
  • Index Management Solutions first reported a position in Chemed in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Chemed position peaked at $423K in Q2 2014.
  • 199 funds tracked by Wall St. Rank held Chemed as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.