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Alera Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-11
Closed -$1K – 280
2019
Q1 		$1K Hold
11
– – ﹤0.01% 928
2018
Q4 		$1K Buy
+11
New +$920 ﹤0.01% 876

Other funds holding CPK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's CPK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Chesapeake Utilities (CPK) in Q2 2019, closing a stake of 11 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in CPK in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 177 funds tracked by Wall St. Rank hold CPK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Chesapeake Utilities position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 11 Chesapeake Utilities shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Chesapeake Utilities in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Chesapeake Utilities position peaked at $1K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.