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IndexIQ Advisors’s Chesapeake Utilities CPK Stock Holding History

IndexIQ Advisors’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
-20,360
Closed -$1.6M – 578
2017
Q4 		$1.6M Buy
20,360
+7,834
+63% +$633K 0.06% 223
2017
Q3 		$980K Buy
12,526
+5,673
+83% +$444K 0.04% 245
2017
Q2 		$514K Buy
+6,853
New +$501K 0.02% 264

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

IndexIQ Advisors's CPK Position: Q1 2018 in Review

IndexIQ Advisors sold out of Chesapeake Utilities (CPK) in Q1 2018, closing a stake of 20,360 shares — an estimated $1.6M sold.

IndexIQ Advisors first reported a position in CPK in Q2 2017 and held it in 3 quarters. The position peaked at $1.6M in Q4 2017. 182 funds tracked by Wall St. Rank hold CPK as of Q1 2018.

  • IndexIQ Advisors reported no remaining Chesapeake Utilities position as of Q1 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 20,360 Chesapeake Utilities shares in Q1 2018, an estimated $1.6M.
  • IndexIQ Advisors first reported a position in Chesapeake Utilities in Q2 2017 and held it in 3 quarters.
  • IndexIQ Advisors's Chesapeake Utilities position peaked at $1.6M in Q4 2017.
  • 182 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.