GI
CHKR

Gradient Investments’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Gradient Investments’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
-1,000
Closed -$1K – 1306
2019
Q3 		$1K Buy
+1,000
New +$864 ﹤0.01% 1089
2015
Q3 		– Sell
-2,000
Closed -$14K – 714
2015
Q2 		$14K Buy
+2,000
New +$15.5K ﹤0.01% 347

Other funds holding CHKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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 $4.48B AUM 19.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PNC Financial Services Group
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 $1.79B AUM 17.94% 1-Year Est. Return

Gradient Investments's CHKR Position: Q4 2019 in Review

Gradient Investments sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q4 2019, closing a stake of 1,000 shares — an estimated $1K sold.

Gradient Investments first reported a position in CHKR in Q2 2015 and held it in 2 quarters. The position peaked at $14K in Q2 2015. 16 funds tracked by Wall St. Rank hold CHKR as of Q4 2019.

  • Gradient Investments reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 1,000 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2019, an estimated $1K.
  • Gradient Investments first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2015 and held it in 2 quarters.
  • Gradient Investments's CHESAPEAKE GRANITE WASH TRUST position peaked at $14K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.