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Proficio Capital Partners’s Chemed CHE Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-50
Closed -$18K – 391
2019
Q2 		$18K Sell
50
-13
-21% -$4.34K 0.01% 717
2019
Q1 		$20K Buy
+63
New +$19.3K 0.01% 643
2018
Q4 		– Sell
-99
Closed -$32K – 1182
2018
Q3 		$32K Hold
99
– – 0.01% 459
2018
Q2 		$32K Hold
99
– – 0.01% 463
2018
Q1 		$27K Hold
99
– – 0.01% 498
2017
Q4 		$24K Buy
+99
New +$22.5K 0.01% 527

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Proficio Capital Partners's CHE Position: Q3 2019 in Review

Proficio Capital Partners sold out of Chemed (CHE) in Q3 2019, closing a stake of 50 shares — an estimated $18K sold.

Proficio Capital Partners first reported a position in CHE in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q3 2018. 393 funds tracked by Wall St. Rank hold CHE as of Q3 2019.

  • Proficio Capital Partners reported no remaining Chemed position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 50 Chemed shares in Q3 2019, an estimated $18K.
  • Proficio Capital Partners first reported a position in Chemed in Q4 2017 and held it in 6 quarters.
  • Proficio Capital Partners's Chemed position peaked at $32K in Q3 2018.
  • 393 funds tracked by Wall St. Rank held Chemed as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.