FGAM
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Financial Gravity Asset Management’s Chesapeake Utilities CPK Stock Holding History

Financial Gravity Asset Management’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
Q2 		$4K Buy
50
+29
+138% +$2.52K 1.23% 9
2020
Q1 		$1.78K Buy
21
+9
+75% +$836 0.01% 413
2019
Q4 		$96K Hold
12
– – 0.07% 331
2019
Q3 		$1K Buy
12
+2
+20% +$187 ﹤0.01% 1000
2019
Q2 		$1K Buy
10
+1
+11% +$93 ﹤0.01% 1021
2019
Q1 		$1K Buy
+9
New +$801 ﹤0.01% 1062
2018
Q3 		$5K Buy
67
+13
+24% +$1.1K 0.01% 719
2018
Q2 		$4K Sell
54
-11
-17% -$839 ﹤0.01% 811
2018
Q1 		$5K Buy
+65
New +$4.63K 0.01% 724

Other funds holding CPK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return