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Wellington Shields Capital Management’s Chefs' Warehouse CHEF Stock Holding History

Wellington Shields Capital Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-63,200
Closed -$1.84M – 356
2013
Q4 		$1.84M Sell
63,200
-24,856
-28% -$620K 0.33% 54
2013
Q3 		$2.03M Buy
+88,056
New +$1.89M 0.39% 47

Other funds holding CHEF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Shields Capital Management's CHEF Position: Q1 2014 in Review

Wellington Shields Capital Management sold out of Chefs' Warehouse (CHEF) in Q1 2014, closing a stake of 63,200 shares — an estimated $1.84M sold.

Wellington Shields Capital Management first reported a position in CHEF in Q3 2013 and held it in 2 quarters. The position peaked at $2.03M in Q3 2013. 84 funds tracked by Wall St. Rank hold CHEF as of Q1 2014.

  • Wellington Shields Capital Management reported no remaining Chefs' Warehouse position as of Q1 2014 after selling out during the quarter.
  • Wellington Shields Capital Management sold 63,200 Chefs' Warehouse shares in Q1 2014, an estimated $1.84M.
  • Wellington Shields Capital Management first reported a position in Chefs' Warehouse in Q3 2013 and held it in 2 quarters.
  • Wellington Shields Capital Management's Chefs' Warehouse position peaked at $2.03M in Q3 2013.
  • 84 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2014.

Based on Wellington Shields Capital Management's 13F filing for Q1 2014, filed 13 May 2014.