One Wealth Advisors’s Chemed CHE Stock Holding History

One Wealth Advisors’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
2018 Q2	–	Sell	-1,093	Closed	-$342K	–	556
2018 Q1	$298K	Sell	1,093 -10	-0.9%	-$2.65K	0.26%	69
2017 Q4	$268K	Buy	+1,103	New	+$251K	0.22%	77

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

One Wealth Advisors's CHE Position: Q2 2018 in Review

One Wealth Advisors sold out of Chemed (CHE) in Q2 2018, closing a stake of 1,093 shares — an estimated $342K sold.

One Wealth Advisors first reported a position in CHE in Q4 2017 and held it in 2 quarters. The position peaked at $298K in Q1 2018. 330 funds tracked by Wall St. Rank hold CHE as of Q2 2018.

One Wealth Advisors reported no remaining Chemed position as of Q2 2018 after selling out during the quarter.
One Wealth Advisors sold 1,093 Chemed shares in Q2 2018, an estimated $342K.
One Wealth Advisors first reported a position in Chemed in Q4 2017 and held it in 2 quarters.
One Wealth Advisors's Chemed position peaked at $298K in Q1 2018.
330 funds tracked by Wall St. Rank held Chemed as of Q2 2018.

Based on One Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.