Commonwealth Equity Services’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Commonwealth Equity Services’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
2019 Q4	–	Sell	-10,017	Closed	-$5K	–	2974
2019 Q3	$5K	Sell	10,017 -651	-6%	-$562	﹤0.01%	2833
2019 Q2	$11K	Buy	10,668 +218	+2%	+$282	﹤0.01%	2759
2019 Q1	$15K	Buy	10,450 +340	+3%	+$491	﹤0.01%	2717
2018 Q4	$11K	Buy	+10,110	New	+$15K	﹤0.01%	2647
2014 Q4	–	Sell	-68,303	Closed	-$725K	–	2182
2014 Q3	$725K	Sell	68,303 -3,777	-5%	-$41.1K	0.01%	1027
2014 Q2	$789K	Sell	72,080 -6,776	-9%	-$73.5K	0.01%	997
2014 Q1	$825K	Buy	78,856 +1,157	+1%	+$12.9K	0.01%	910
2013 Q4	$824K	Sell	77,699 -3,226	-4%	-$39.1K	0.01%	867
2013 Q3	$1.08M	Buy	80,925 +2,458	+3%	+$36.1K	0.02%	679
2013 Q2	$1.21M	Buy	+78,467	New	+$1.2M	0.02%	597

Other funds holding CHKR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Commonwealth Equity Services's CHKR Position: Q4 2019 in Review

Commonwealth Equity Services sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q4 2019, closing a stake of 10,017 shares — an estimated $5K sold.

Commonwealth Equity Services first reported a position in CHKR in Q2 2013 and held it in 10 quarters. The position peaked at $1.21M in Q2 2013. 16 funds tracked by Wall St. Rank hold CHKR as of Q4 2019.

Commonwealth Equity Services reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q4 2019 after selling out during the quarter.
Commonwealth Equity Services sold 10,017 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2019, an estimated $5K.
Commonwealth Equity Services first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 10 quarters.
Commonwealth Equity Services's CHESAPEAKE GRANITE WASH TRUST position peaked at $1.21M in Q2 2013.
16 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2019.

Based on Commonwealth Equity Services's 13F filing for Q4 2019, filed 5 Feb 2020.