HFS
CHKR

HL Financial Services’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

HL Financial Services’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
2014
Q4 		– Sell
-38,671
Closed -$410K – 714
2014
Q3 		$410K Buy
38,671
+2,599
+7% +$28.3K 0.01% 449
2014
Q2 		$395K Buy
+36,072
New +$391K 0.01% 476

Other funds holding CHKR

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return

HL Financial Services's CHKR Position: Q4 2014 in Review

HL Financial Services sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q4 2014, closing a stake of 38,671 shares — an estimated $410K sold.

HL Financial Services first reported a position in CHKR in Q2 2014 and held it in 2 quarters. The position peaked at $410K in Q3 2014. 40 funds tracked by Wall St. Rank hold CHKR as of Q4 2014.

  • HL Financial Services reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 38,671 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2014, an estimated $410K.
  • HL Financial Services first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2014 and held it in 2 quarters.
  • HL Financial Services's CHESAPEAKE GRANITE WASH TRUST position peaked at $410K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.