BCA
CPK icon

Berman Capital Advisors’s Chesapeake Utilities CPK Stock Holding History

Berman Capital 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
2020
Q3 		– Sell
-14
Closed -$1.16K – 1622
2020
Q2 		$1K Buy
+14
New +$1.22K ﹤0.01% 1397

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Berman Capital Advisors's CPK Position: Q3 2020 in Review

Berman Capital Advisors sold out of Chesapeake Utilities (CPK) in Q3 2020, closing a stake of 14 shares — an estimated $1.16K sold.

Berman Capital Advisors first reported a position in CPK in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 195 funds tracked by Wall St. Rank hold CPK as of Q3 2020.

  • Berman Capital Advisors reported no remaining Chesapeake Utilities position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 14 Chesapeake Utilities shares in Q3 2020, an estimated $1.16K.
  • Berman Capital Advisors first reported a position in Chesapeake Utilities in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Chesapeake Utilities position peaked at $1K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.