Lee Financial’s Chesapeake Utilities CPK Stock Holding History

Lee Financial’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
2017 Q3	–	Sell	-400	Closed	-$30K	–	484
2017 Q2	$30K	Buy	+400	New	+$29.2K	0.01%	219

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

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

EIP

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lee Financial's CPK Position: Q3 2017 in Review

Lee Financial sold out of Chesapeake Utilities (CPK) in Q3 2017, closing a stake of 400 shares — an estimated $30K sold.

Lee Financial first reported a position in CPK in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 148 funds tracked by Wall St. Rank hold CPK as of Q3 2017.

Lee Financial reported no remaining Chesapeake Utilities position as of Q3 2017 after selling out during the quarter.
Lee Financial sold 400 Chesapeake Utilities shares in Q3 2017, an estimated $30K.
Lee Financial first reported a position in Chesapeake Utilities in Q2 2017 and held it in 1 quarter.
Lee Financial's Chesapeake Utilities position peaked at $30K in Q2 2017.
148 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.