JIC
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Joel Isaacson & Co’s Chemed CHE Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-50
Closed -$8K – 237
2016
Q4 		$8K Hold
50
– – ﹤0.01% 520
2016
Q3 		$7K Hold
50
– – ﹤0.01% 578
2016
Q2 		$7K Hold
50
– – ﹤0.01% 569
2016
Q1 		$7K Hold
50
– – ﹤0.01% 614
2015
Q4 		$7K Buy
+50
New +$7.39K ﹤0.01% 587

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Isaacson & Co's CHE Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Chemed (CHE) in Q1 2017, closing a stake of 50 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in CHE in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2016. 250 funds tracked by Wall St. Rank hold CHE as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Chemed position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 50 Chemed shares in Q1 2017, an estimated $8K.
  • Joel Isaacson & Co first reported a position in Chemed in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Chemed position peaked at $8K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held Chemed as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.