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Aris Wealth Services’s Chesapeake Utilities CPK Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-750
Closed -$40K – 404
2015
Q2 		$40K Hold
750
– – 0.04% 242
2015
Q1 		$38K Buy
+750
New +$36.7K 0.04% 244

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BIT
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BFA
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Adage Capital Partners
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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's CPK Position: Q3 2015 in Review

Aris Wealth Services sold out of Chesapeake Utilities (CPK) in Q3 2015, closing a stake of 750 shares — an estimated $40K sold.

Aris Wealth Services first reported a position in CPK in Q1 2015 and held it in 2 quarters. The position peaked at $40K in Q2 2015. 139 funds tracked by Wall St. Rank hold CPK as of Q3 2015.

  • Aris Wealth Services reported no remaining Chesapeake Utilities position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 750 Chesapeake Utilities shares in Q3 2015, an estimated $40K.
  • Aris Wealth Services first reported a position in Chesapeake Utilities in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Chesapeake Utilities position peaked at $40K in Q2 2015.
  • 139 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.