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Acorn Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Acorn Wealth Advisors’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-54
Closed -$4K – 579
2018
Q1 		$4K Hold
54
– – ﹤0.01% 644
2017
Q4 		$4K Buy
+54
New +$4.36K ﹤0.01% 616

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Acorn Wealth Advisors's CPK Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q2 2018, closing a stake of 54 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in CPK in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 181 funds tracked by Wall St. Rank hold CPK as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Chesapeake Utilities position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 54 Chesapeake Utilities shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Chesapeake Utilities position peaked at $4K in Q1 2018.
  • 181 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.