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Wealthcare Capital Management’s Chemed CHE Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-36
Closed -$4K – 466
2015
Q1 		$4K Buy
+36
New +$4K ﹤0.01% 679

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Chemed (CHE) in Q2 2015, closing a stake of 36 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in CHE in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 208 funds tracked by Wall St. Rank hold CHE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Chemed position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 36 Chemed shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Chemed in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Chemed position peaked at $4K in Q1 2015.
  • 208 funds tracked by Wall St. Rank held Chemed as of Q2 2015.

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