PAS
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Partnervest Advisory Services’s Chemed CHE Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-575
Closed -$41K – 1002
2013
Q3 		$41K Buy
575
+20
+4% +$1.42K 0.02% 312
2013
Q2 		$40K Buy
+555
New +$40.7K 0.02% 277

Other funds holding CHE

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Partnervest Advisory Services's CHE Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Chemed (CHE) in Q4 2013, closing a stake of 575 shares — an estimated $41K sold.

Partnervest Advisory Services first reported a position in CHE in Q2 2013 and held it in 2 quarters. The position peaked at $41K in Q3 2013. 178 funds tracked by Wall St. Rank hold CHE as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Chemed position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 575 Chemed shares in Q4 2013, an estimated $41K.
  • Partnervest Advisory Services first reported a position in Chemed in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Chemed position peaked at $41K in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Chemed as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.