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Gary Goldberg Planning Services’s Chesapeake Utilities CPK Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$23K Hold
457
– – 0.01% 288
2014
Q3 		$19K Buy
+457
New +$20.6K 0.01% 318

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's CPK Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Chesapeake Utilities (CPK) position steady in Q4 2014 at 457 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #288.

Gary Goldberg Planning Services first reported a position in CPK in Q3 2014 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold CPK as of Q4 2014.

  • Gary Goldberg Planning Services held 457 shares of Chesapeake Utilities worth $23K as of Q4 2014.
  • Gary Goldberg Planning Services left its Chesapeake Utilities share count unchanged in Q4 2014.
  • Chesapeake Utilities made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #288 holding.
  • Gary Goldberg Planning Services first reported a position in Chesapeake Utilities in Q3 2014 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.