IHT Wealth Management’s Chesapeake Utilities CPK Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-262	Closed	-$18K	–	602
2018 Q1	$18K	Hold	262	–	–	﹤0.01%	1011
2017 Q4	$20K	Hold	262	–	–	0.01%	985
2017 Q3	$21K	Hold	262	–	–	0.01%	757
2017 Q2	$548	Hold	262	–	–	0.27%	94
2017 Q1	$18K	Hold	262	–	–	0.01%	684
2016 Q4	$17K	Buy	+262	New	+$16.7K	0.01%	680

Other funds holding CPK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

IHT Wealth Management's CPK Position: Q2 2018 in Review

IHT Wealth Management sold out of Chesapeake Utilities (CPK) in Q2 2018, closing a stake of 262 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in CPK in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q3 2017. 181 funds tracked by Wall St. Rank hold CPK as of Q2 2018.

IHT Wealth Management reported no remaining Chesapeake Utilities position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 262 Chesapeake Utilities shares in Q2 2018, an estimated $18K.
IHT Wealth Management first reported a position in Chesapeake Utilities in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Chesapeake Utilities position peaked at $21K in Q3 2017.
181 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.