Mosaic Family Wealth’s Chemed CHE Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-13	Closed	-$4K	–	240
2019 Q1	$4K	Buy	+13	New	+$3.99K	﹤0.01%	584

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mosaic Family Wealth's CHE Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Chemed (CHE) in Q2 2019, closing a stake of 13 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in CHE in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 370 funds tracked by Wall St. Rank hold CHE as of Q2 2019.

Mosaic Family Wealth reported no remaining Chemed position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 13 Chemed shares in Q2 2019, an estimated $4K.
Mosaic Family Wealth first reported a position in Chemed in Q1 2019 and held it in 1 quarter.
Mosaic Family Wealth's Chemed position peaked at $4K in Q1 2019.
370 funds tracked by Wall St. Rank held Chemed as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.