Creative Planning
CHKR

Creative Planning’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Creative Planning’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
-950
Closed -$2K – 4228
2017
Q2 		$2K Sell
950
-400
-30% -$1.01K ﹤0.01% 4362
2017
Q1 		$4K Sell
1,350
-5,600
-81% -$15.8K ﹤0.01% 4106
2016
Q4 		$16K Buy
6,950
+5,000
+256% +$11K ﹤0.01% 3242
2016
Q3 		$4K Hold
1,950
– – ﹤0.01% 4027
2016
Q2 		$4K Buy
1,950
+1,300
+200% +$3.24K ﹤0.01% 3808
2016
Q1 		$2K Hold
650
– – ﹤0.01% 4024
2015
Q4 		$2K Sell
650
-400
-38% -$1.89K ﹤0.01% 4099
2015
Q3 		$5K Buy
+1,050
New +$5.9K ﹤0.01% 3656
2015
Q2 		– Sell
-650
Closed -$4K – 3480
2015
Q1 		$4K Buy
+650
New +$4.2K ﹤0.01% 3679
2014
Q4 		– Sell
-787
Closed -$8K – 4425
2014
Q3 		$8K Buy
+787
New +$8.56K ﹤0.01% 3095
2014
Q1 		– Sell
-1,000
Closed -$11K – 3824
2013
Q4 		$11K Sell
1,000
-588
-37% -$7.12K ﹤0.01% 2536
2013
Q3 		$21K Sell
1,588
-2,212
-58% -$32.5K ﹤0.01% 2079
2013
Q2 		$59K Buy
+3,800
New +$57.9K ﹤0.01% 1300

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

Creative Planning's CHKR Position: Q3 2017 in Review

Creative Planning sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q3 2017, closing a stake of 950 shares — an estimated $2K sold.

Creative Planning first reported a position in CHKR in Q2 2013 and held it in 13 quarters. The position peaked at $59K in Q2 2013. 26 funds tracked by Wall St. Rank hold CHKR as of Q3 2017.

  • Creative Planning reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 950 CHESAPEAKE GRANITE WASH TRUST shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 13 quarters.
  • Creative Planning's CHESAPEAKE GRANITE WASH TRUST position peaked at $59K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.