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MYCIO Wealth Partners’s Chemed CHE Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-50
Closed -$7K – 288
2016
Q3 		$7K Hold
50
– – ﹤0.01% 607
2016
Q2 		$7K Hold
50
– – ﹤0.01% 604
2016
Q1 		$7K Hold
50
– – ﹤0.01% 557
2015
Q4 		$7K Hold
50
– – ﹤0.01% 569
2015
Q3 		$7K Buy
+50
New +$7K ﹤0.01% 605

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MYCIO Wealth Partners's CHE Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Chemed (CHE) in Q4 2016, closing a stake of 50 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in CHE in Q3 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 247 funds tracked by Wall St. Rank hold CHE as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Chemed position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 50 Chemed shares in Q4 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in Chemed in Q3 2015 and held it in 5 quarters.
  • MYCIO Wealth Partners's Chemed position peaked at $7K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held Chemed as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.