Wealthfront’s Chemed CHE Stock Holding History

Wealthfront’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 Q4	–	Sell	-87	Closed	-$12K	–	412
2015 Q3	$12K	Buy	87 +25	+40%	+$3.5K	﹤0.01%	898
2015 Q2	$8K	Buy	62 +41	+195%	+$5.07K	﹤0.01%	898
2015 Q1	$3K	Buy	+21	New	+$2.33K	﹤0.01%	895

Other funds holding CHE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealthfront's CHE Position: Q4 2015 in Review

Wealthfront sold out of Chemed (CHE) in Q4 2015, closing a stake of 87 shares — an estimated $12K sold.

Wealthfront first reported a position in CHE in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q3 2015. 229 funds tracked by Wall St. Rank hold CHE as of Q4 2015.

Wealthfront reported no remaining Chemed position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 87 Chemed shares in Q4 2015, an estimated $12K.
Wealthfront first reported a position in Chemed in Q1 2015 and held it in 3 quarters.
Wealthfront's Chemed position peaked at $12K in Q3 2015.
229 funds tracked by Wall St. Rank held Chemed as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.