KM
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Kalos Management’s Chemed CHE Stock Holding History

Kalos Management’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
Q3 		– Sell
-6,521
Closed -$1.33M – 149
2017
Q2 		$1.33M Buy
6,521
+45
+0.7% +$8.96K 1.22% 32
2017
Q1 		$1.18M Buy
6,476
+666
+11% +$116K 0.84% 43
2016
Q4 		$932K Buy
5,810
+644
+12% +$94.6K 0.75% 48
2016
Q3 		$729K Sell
5,166
-621
-11% -$86.5K 0.62% 53
2016
Q2 		$789K Buy
5,787
+461
+9% +$61.2K 0.61% 58
2016
Q1 		$798K Hold
5,326
– – 0.66% 55
2015
Q4 		$798K Buy
+5,326
New +$787K 0.6% 55

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kalos Management's CHE Position: Q3 2017 in Review

Kalos Management sold out of Chemed (CHE) in Q3 2017, closing a stake of 6,521 shares — an estimated $1.33M sold.

Kalos Management first reported a position in CHE in Q4 2015 and held it in 7 quarters. The position peaked at $1.33M in Q2 2017. 259 funds tracked by Wall St. Rank hold CHE as of Q3 2017.

  • Kalos Management reported no remaining Chemed position as of Q3 2017 after selling out during the quarter.
  • Kalos Management sold 6,521 Chemed shares in Q3 2017, an estimated $1.33M.
  • Kalos Management first reported a position in Chemed in Q4 2015 and held it in 7 quarters.
  • Kalos Management's Chemed position peaked at $1.33M in Q2 2017.
  • 259 funds tracked by Wall St. Rank held Chemed as of Q3 2017.

Based on Kalos Management's 13F filing for Q3 2017, filed 14 Nov 2017.