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Stratos Wealth Partners’s Chemed CHE Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-102
Closed -$33K – 1069
2018
Q3 		$33K Buy
+102
New +$32.5K ﹤0.01% 1640
2018
Q2 		– Sell
-102
Closed -$28K – 1217
2018
Q1 		$28K Hold
102
– – ﹤0.01% 1866
2017
Q4 		$25K Buy
+102
New +$23.2K ﹤0.01% 1826

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Partners's CHE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Chemed (CHE) in Q4 2018, closing a stake of 102 shares — an estimated $33K sold.

Stratos Wealth Partners first reported a position in CHE in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 359 funds tracked by Wall St. Rank hold CHE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Chemed position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 102 Chemed shares in Q4 2018, an estimated $33K.
  • Stratos Wealth Partners first reported a position in Chemed in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Chemed position peaked at $33K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Chemed as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.