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Wealthcare Capital Management’s Comstock Holding Companies CHCI Stock Holding History

Wealthcare Capital Management’s Portfolio CHCI Stock Details CHCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,347
Closed -$9K – 465
2015
Q1 		$9K Buy
+1,347
New +$9.32K ﹤0.01% 503

Other funds holding CHCI

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Capital Management's CHCI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Comstock Holding Companies (CHCI) in Q2 2015, closing a stake of 1,347 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in CHCI in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 12 funds tracked by Wall St. Rank hold CHCI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Comstock Holding Companies position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,347 Comstock Holding Companies shares in Q2 2015, an estimated $9K.
  • Wealthcare Capital Management first reported a position in Comstock Holding Companies in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Comstock Holding Companies position peaked at $9K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.