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National Penn Investors Trust’s Cardinal Health CAH Stock Holding History

National Penn Investors Trust’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,140
Closed -$254K – 223
2014
Q4 		$254K Hold
3,140
– – 0.03% 160
2014
Q3 		$235K Hold
3,140
– – 0.03% 158
2014
Q2 		$216K Hold
3,140
– – 0.03% 170
2014
Q1 		$220K Hold
3,140
– – 0.03% 181
2013
Q4 		$210K Buy
+3,140
New +$192K 0.02% 217

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Penn Investors Trust's CAH Position: Q1 2015 in Review

National Penn Investors Trust sold out of Cardinal Health (CAH) in Q1 2015, closing a stake of 3,140 shares — an estimated $254K sold.

National Penn Investors Trust first reported a position in CAH in Q4 2013 and held it in 5 quarters. The position peaked at $254K in Q4 2014. 733 funds tracked by Wall St. Rank hold CAH as of Q1 2015.

  • National Penn Investors Trust reported no remaining Cardinal Health position as of Q1 2015 after selling out during the quarter.
  • National Penn Investors Trust sold 3,140 Cardinal Health shares in Q1 2015, an estimated $254K.
  • National Penn Investors Trust first reported a position in Cardinal Health in Q4 2013 and held it in 5 quarters.
  • National Penn Investors Trust's Cardinal Health position peaked at $254K in Q4 2014.
  • 733 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2015.

Based on National Penn Investors Trust's 13F filing for Q1 2015, filed 14 May 2015.