WRF
CHEF icon

Waddell & Reed Financial’s Chefs' Warehouse CHEF Stock Holding History

Waddell & Reed Financial’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-112,500
Closed -$1.59M – 627
2015
Q3 		$1.59M Buy
+112,500
New +$1.92M ﹤0.01% 595

Other funds holding CHEF

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waddell & Reed Financial's CHEF Position: Q4 2015 in Review

Waddell & Reed Financial sold out of Chefs' Warehouse (CHEF) in Q4 2015, closing a stake of 112,500 shares — an estimated $1.59M sold.

Waddell & Reed Financial first reported a position in CHEF in Q3 2015 and held it in 1 quarter. The position peaked at $1.59M in Q3 2015. 86 funds tracked by Wall St. Rank hold CHEF as of Q4 2015.

  • Waddell & Reed Financial reported no remaining Chefs' Warehouse position as of Q4 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 112,500 Chefs' Warehouse shares in Q4 2015, an estimated $1.59M.
  • Waddell & Reed Financial first reported a position in Chefs' Warehouse in Q3 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's Chefs' Warehouse position peaked at $1.59M in Q3 2015.
  • 86 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2015.

Based on Waddell & Reed Financial's 13F filing for Q4 2015, filed 12 Feb 2016.