RWG
CHE icon

Regal Wealth Group’s Chemed CHE Stock Holding History

Regal Wealth Group’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
2017
Q1 		– Sell
-22
Closed -$4K – 155
2016
Q4 		$4K Hold
22
– – ﹤0.01% 140
2016
Q3 		$3K Hold
22
– – ﹤0.01% 167
2016
Q2 		$3K Hold
22
– – ﹤0.01% 172
2016
Q1 		$3K Hold
22
– – ﹤0.01% 152
2015
Q4 		$3K Buy
+22
New +$3.25K ﹤0.01% 145

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Regal Wealth Group's CHE Position: Q1 2017 in Review

Regal Wealth Group sold out of Chemed (CHE) in Q1 2017, closing a stake of 22 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in CHE in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 250 funds tracked by Wall St. Rank hold CHE as of Q1 2017.

  • Regal Wealth Group reported no remaining Chemed position as of Q1 2017 after selling out during the quarter.
  • Regal Wealth Group sold 22 Chemed shares in Q1 2017, an estimated $4K.
  • Regal Wealth Group first reported a position in Chemed in Q4 2015 and held it in 5 quarters.
  • Regal Wealth Group's Chemed position peaked at $4K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held Chemed as of Q1 2017.

Based on Regal Wealth Group's 13F filing for Q1 2017, filed 10 Aug 2017.