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Wealthspire Advisors (Maryland)’s Chemed CHE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3
Closed -$1K – 736
2019
Q1 		$1K Sell
3
-10
-77% -$3.07K ﹤0.01% 2304
2018
Q4 		$4K Buy
13
+5
+63% +$1.51K ﹤0.01% 1795
2018
Q3 		$3K Sell
8
-27
-77% -$8.6K ﹤0.01% 2008
2018
Q2 		$11K Buy
35
+1
+3% +$313 ﹤0.01% 1492
2018
Q1 		$9K Sell
34
-41
-55% -$10.9K ﹤0.01% 1602
2017
Q4 		$18K Buy
75
+32
+74% +$7.27K ﹤0.01% 1359
2017
Q3 		$9K Hold
43
– – ﹤0.01% 1602
2017
Q2 		$9K Buy
+43
New +$8.56K ﹤0.01% 1564

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Chemed (CHE) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CHE in Q2 2017 and held it in 8 quarters. The position peaked at $18K in Q4 2017. 370 funds tracked by Wall St. Rank hold CHE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Chemed position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Chemed shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Chemed in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Chemed position peaked at $18K in Q4 2017.
  • 370 funds tracked by Wall St. Rank held Chemed as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.