BRWM
CHKR

B. Riley Wealth Management’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-500
Closed -$3K – 1103
2015
Q1 		$3K Sell
500
-250
-33% -$1.62K ﹤0.01% 942
2014
Q4 		$4K Buy
+750
New +$6.45K ﹤0.01% 890

Other funds holding CHKR

AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

B. Riley Wealth Management's CHKR Position: Q2 2015 in Review

B. Riley Wealth Management sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q2 2015, closing a stake of 500 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in CHKR in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 30 funds tracked by Wall St. Rank hold CHKR as of Q2 2015.

  • B. Riley Wealth Management reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 CHESAPEAKE GRANITE WASH TRUST shares in Q2 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's CHESAPEAKE GRANITE WASH TRUST position peaked at $4K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.