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WealthPLAN Partners’s Cardinal Health CAH Stock Holding History

WealthPLAN Partners’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-26,175
Closed -$1.75M – 223
2017
Q3 		$1.75M Sell
26,175
-875
-3% -$61.9K 0.49% 50
2017
Q2 		$2.11M Buy
27,050
+26,178
+3,002% +$1.98M 0.61% 47
2017
Q1 		$70.3K Buy
+872
New +$68.6K 0.24% 79
2016
Q3 		$1.41M Sell
18,673
-12,539
-40% -$1.01M 0.46% 45
2016
Q2 		$1.13M Buy
+31,212
New +$2.49M 0.14% 112

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's CAH Position: Q4 2017 in Review

WealthPLAN Partners sold out of Cardinal Health (CAH) in Q4 2017, closing a stake of 26,175 shares — an estimated $1.75M sold.

WealthPLAN Partners first reported a position in CAH in Q2 2016 and held it in 5 quarters. The position peaked at $2.11M in Q2 2017. 722 funds tracked by Wall St. Rank hold CAH as of Q4 2017.

  • WealthPLAN Partners reported no remaining Cardinal Health position as of Q4 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 26,175 Cardinal Health shares in Q4 2017, an estimated $1.75M.
  • WealthPLAN Partners first reported a position in Cardinal Health in Q2 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Cardinal Health position peaked at $2.11M in Q2 2017.
  • 722 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.