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RPg Family Wealth Advisory’s Cardinal Health CAH Stock Holding History

RPg Family Wealth Advisory’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
2016
Q4 		– Sell
-527
Closed -$40.9K – 266
2016
Q3 		$40.9K Hold
527
– – 0.03% 134
2016
Q2 		$41.1K Sell
527
-221
-30% -$17.6K 0.02% 139
2016
Q1 		$61.3K Buy
+748
New +$60.8K 0.05% 118

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

RPg Family Wealth Advisory's CAH Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Cardinal Health (CAH) in Q4 2016, closing a stake of 527 shares — an estimated $40.9K sold.

RPg Family Wealth Advisory first reported a position in CAH in Q1 2016 and held it in 3 quarters. The position peaked at $61.3K in Q1 2016. 773 funds tracked by Wall St. Rank hold CAH as of Q4 2016.

  • RPg Family Wealth Advisory reported no remaining Cardinal Health position as of Q4 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 527 Cardinal Health shares in Q4 2016, an estimated $40.9K.
  • RPg Family Wealth Advisory first reported a position in Cardinal Health in Q1 2016 and held it in 3 quarters.
  • RPg Family Wealth Advisory's Cardinal Health position peaked at $61.3K in Q1 2016.
  • 773 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.