SWM
CHD icon

SVA Wealth Management’s Church & Dwight Co CHD Stock Holding History

SVA Wealth Management’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-66,524
Closed -$3.42M – 198
2016
Q2 		$3.42M Sell
66,524
-226
-0.3% -$10.9K 0.55% 57
2016
Q1 		$3.08M Sell
66,750
-3,268
-5% -$143K 0.51% 61
2015
Q4 		$2.97M Buy
70,018
+150
+0.2% +$6.43K 0.51% 63
2015
Q3 		$2.93M Buy
69,868
+800
+1% +$34.3K 0.55% 64
2015
Q2 		$2.8M Sell
69,068
-900
-1% -$37.7K 0.52% 65
2015
Q1 		$2.99M Buy
69,968
+63,536
+988% +$2.65M 0.55% 65
2014
Q4 		$253K Hold
6,432
– – 0.09% 159
2014
Q3 		$226K Buy
+6,432
New +$219K 0.1% 148

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's CHD Position: Q3 2016 in Review

SVA Wealth Management sold out of Church & Dwight Co (CHD) in Q3 2016, closing a stake of 66,524 shares — an estimated $3.42M sold.

SVA Wealth Management first reported a position in CHD in Q3 2014 and held it in 8 quarters. The position peaked at $3.42M in Q2 2016. 661 funds tracked by Wall St. Rank hold CHD as of Q3 2016.

  • SVA Wealth Management reported no remaining Church & Dwight Co position as of Q3 2016 after selling out during the quarter.
  • SVA Wealth Management sold 66,524 Church & Dwight Co shares in Q3 2016, an estimated $3.42M.
  • SVA Wealth Management first reported a position in Church & Dwight Co in Q3 2014 and held it in 8 quarters.
  • SVA Wealth Management's Church & Dwight Co position peaked at $3.42M in Q2 2016.
  • 661 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2016.

Based on SVA Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.