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First Personal Financial Services’s Chesapeake Utilities CPK Stock Holding History

First Personal Financial Services’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
2018
Q1 		– Sell
-36
Closed -$3K – 1040
2017
Q4 		$3K Sell
36
-19
-35% -$1.53K ﹤0.01% 940
2017
Q3 		$4K Sell
55
-23
-29% -$1.8K ﹤0.01% 788
2017
Q2 		$6K Sell
78
-20
-20% -$1.46K ﹤0.01% 775
2017
Q1 		$7K Hold
98
– – ﹤0.01% 763
2016
Q4 		$7K Buy
98
+31
+46% +$1.98K ﹤0.01% 777
2016
Q3 		$4K Hold
67
– – ﹤0.01% 712
2016
Q2 		$4K Buy
+67
New +$4.03K ﹤0.01% 698

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Personal Financial Services's CPK Position: Q1 2018 in Review

First Personal Financial Services sold out of Chesapeake Utilities (CPK) in Q1 2018, closing a stake of 36 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in CPK in Q2 2016 and held it in 7 quarters. The position peaked at $7K in Q1 2017. 182 funds tracked by Wall St. Rank hold CPK as of Q1 2018.

  • First Personal Financial Services reported no remaining Chesapeake Utilities position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 36 Chesapeake Utilities shares in Q1 2018, an estimated $3K.
  • First Personal Financial Services first reported a position in Chesapeake Utilities in Q2 2016 and held it in 7 quarters.
  • First Personal Financial Services's Chesapeake Utilities position peaked at $7K in Q1 2017.
  • 182 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.