BWM
CHKR

Baystate Wealth Management’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Baystate 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
2017
Q3 		– Sell
-421
Closed -$1K – 708
2017
Q2 		$1K Buy
+421
New +$1.07K ﹤0.01% 666

Other funds holding CHKR

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's CHKR Position: Q3 2017 in Review

Baystate Wealth Management sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q3 2017, closing a stake of 421 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CHKR in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 26 funds tracked by Wall St. Rank hold CHKR as of Q3 2017.

  • Baystate Wealth Management reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 421 CHESAPEAKE GRANITE WASH TRUST shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2017 and held it in 1 quarter.
  • Baystate Wealth Management's CHESAPEAKE GRANITE WASH TRUST position peaked at $1K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.