AG
CHKR

Advisor Group’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Advisor Group’s Portfolio CHKR Stock Details CHKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Sell
4,520
-936
-17% -$512 ﹤0.01% 4929
2019
Q3 		$4K Sell
5,456
-226
-4% -$195 ﹤0.01% 4798
2019
Q2 		$6K Sell
5,682
-165
-3% -$213 ﹤0.01% 4639
2019
Q1 		$8K Buy
5,847
+32
+0.6% +$46 ﹤0.01% 4504
2018
Q4 		$6K Buy
5,815
+26
+0.4% +$39 ﹤0.01% 4475
2018
Q3 		$10K Sell
5,789
-7,037
-55% -$11.8K ﹤0.01% 4308
2018
Q2 		$21K Sell
12,826
-21,806
-63% -$33.6K ﹤0.01% 3700
2018
Q1 		$44K Sell
34,632
-4,727
-12% -$8.19K ﹤0.01% 3168
2017
Q4 		$73K Sell
39,359
-8,761
-18% -$18.5K ﹤0.01% 2824
2017
Q3 		$101K Sell
48,120
-83
-0.2% -$188 ﹤0.01% 2398
2017
Q2 		$113K Sell
48,203
-2,268
-4% -$5.74K ﹤0.01% 2214
2017
Q1 		$135K Sell
50,471
-3,493
-6% -$9.84K ﹤0.01% 1951
2016
Q4 		$127K Buy
53,964
+13,159
+32% +$29K ﹤0.01% 1910
2016
Q3 		$85K Buy
40,805
+56
+0.1% +$119 ﹤0.01% 2121
2016
Q2 		$84K Buy
+40,749
New +$101K ﹤0.01% 2054

Other funds holding CHKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's CHKR Position: Q4 2019 in Review

Advisor Group reduced its CHESAPEAKE GRANITE WASH TRUST (CHKR) stake by 17% in Q4 2019, selling an estimated $512 and leaving 4,520 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4929.

Advisor Group first reported a position in CHKR in Q2 2016 and has held it in 15 quarters since. The position peaked at $135K in Q1 2017. 16 funds tracked by Wall St. Rank hold CHKR as of Q4 2019.

  • Advisor Group held 4,520 shares of CHESAPEAKE GRANITE WASH TRUST worth $3K as of Q4 2019.
  • Advisor Group sold 936 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2019, an estimated $512.
  • CHESAPEAKE GRANITE WASH TRUST made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4929 holding.
  • Advisor Group first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's CHESAPEAKE GRANITE WASH TRUST position peaked at $135K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.