Capital Planning Advisors’s ChampionX CHX Stock Holding History

Capital Planning Advisors’s Portfolio CHX Stock Details CHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11,379	Closed	-$475K	–	118
2018 Q2	$475K	Buy	+11,379	New	+$466K	0.21%	87

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Planning Advisors's CHX Position: Q3 2018 in Review

Capital Planning Advisors sold out of ChampionX (CHX) in Q3 2018, closing a stake of 11,379 shares — an estimated $475K sold.

Capital Planning Advisors first reported a position in CHX in Q2 2018 and held it in 1 quarter. The position peaked at $475K in Q2 2018. 407 funds tracked by Wall St. Rank hold CHX as of Q3 2018.

Capital Planning Advisors reported no remaining ChampionX position as of Q3 2018 after selling out during the quarter.
Capital Planning Advisors sold 11,379 ChampionX shares in Q3 2018, an estimated $475K.
Capital Planning Advisors first reported a position in ChampionX in Q2 2018 and held it in 1 quarter.
Capital Planning Advisors's ChampionX position peaked at $475K in Q2 2018.
407 funds tracked by Wall St. Rank held ChampionX as of Q3 2018.

Based on Capital Planning Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.