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Sonora Investment Management’s Chemed CHE Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-10
Closed -$1K – 847
2015
Q3 		$1K Buy
+10
New +$1.4K ﹤0.01% 1043

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sonora Investment Management's CHE Position: Q4 2015 in Review

Sonora Investment Management sold out of Chemed (CHE) in Q4 2015, closing a stake of 10 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in CHE in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 229 funds tracked by Wall St. Rank hold CHE as of Q4 2015.

  • Sonora Investment Management reported no remaining Chemed position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 10 Chemed shares in Q4 2015, an estimated $1K.
  • Sonora Investment Management first reported a position in Chemed in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Chemed position peaked at $1K in Q3 2015.
  • 229 funds tracked by Wall St. Rank held Chemed as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.