WealthTrust-Arizona’s Chemed CHE Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$29K	Hold	102	–	–	0.02%	210
2018 Q3	$33K	Hold	102	–	–	0.02%	211
2018 Q2	$33K	Sell	102 -44	-30%	-$13.8K	0.02%	204
2018 Q1	$40K	Sell	146 -2	-1%	-$530	0.02%	184
2017 Q4	$36K	Hold	148	–	–	0.02%	201
2017 Q3	$30K	Hold	148	–	–	0.02%	218
2017 Q2	$30K	Sell	148 -5	-3%	-$996	0.02%	205
2017 Q1	$28K	Hold	153	–	–	0.02%	209
2016 Q4	$25K	Hold	153	–	–	0.01%	222
2016 Q3	$22K	Hold	153	–	–	0.01%	231
2016 Q2	$21K	Hold	153	–	–	0.01%	226
2016 Q1	$21K	Sell	153 -1	-0.6%	-$135	0.01%	223
2015 Q4	$23K	Sell	154 -2	-1%	-$296	0.01%	228
2015 Q3	$21K	Sell	156 -6	-4%	-$840	0.01%	250
2015 Q2	$21K	Sell	162 -3	-2%	-$371	0.01%	270
2015 Q1	$20K	Sell	165 -10	-6%	-$1.11K	0.01%	280
2014 Q4	$18K	Sell	175 -1	-0.6%	-$106	0.02%	301
2014 Q3	$18K	Sell	176 -93	-35%	-$9.42K	0.02%	297
2014 Q2	$25K	Sell	269 -17	-6%	-$1.51K	0.03%	255
2014 Q1	$26K	Hold	286	–	–	0.03%	252
2013 Q4	$22K	Sell	286 -5	-2%	-$369	0.03%	254
2013 Q3	$21K	Hold	291	–	–	0.03%	235
2013 Q2	$21K	Buy	+291	New	+$21.3K	0.03%	222

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthTrust-Arizona's CHE Position: Q4 2018 in Review

WealthTrust-Arizona held its Chemed (CHE) position steady in Q4 2018 at 102 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #210.

WealthTrust-Arizona first reported a position in CHE in Q2 2013 and has held it in 23 quarters since. The position peaked at $40K in Q1 2018. 359 funds tracked by Wall St. Rank hold CHE as of Q4 2018.

WealthTrust-Arizona held 102 shares of Chemed worth $29K as of Q4 2018.
WealthTrust-Arizona left its Chemed share count unchanged in Q4 2018.
Chemed made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #210 holding.
WealthTrust-Arizona first reported a position in Chemed in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Chemed position peaked at $40K in Q1 2018.
359 funds tracked by Wall St. Rank held Chemed as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.