NFG
CHKR

Next Financial Group’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-665
Closed -$2K – 2418
2016
Q4 		$2K Hold
665
– – ﹤0.01% 2218
2016
Q3 		$1K Buy
+665
New +$1.41K ﹤0.01% 2334
2014
Q4 		– Sell
-1,640
Closed -$17K – 2477
2014
Q3 		$17K Hold
1,640
– – ﹤0.01% 1519
2014
Q2 		$19K Buy
+1,640
New +$17.8K 0.01% 622

Other funds holding CHKR

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Next Financial Group's CHKR Position: Q1 2017 in Review

Next Financial Group sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q1 2017, closing a stake of 665 shares — an estimated $2K sold.

Next Financial Group first reported a position in CHKR in Q2 2014 and held it in 4 quarters. The position peaked at $19K in Q2 2014. 25 funds tracked by Wall St. Rank hold CHKR as of Q1 2017.

  • Next Financial Group reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 665 CHESAPEAKE GRANITE WASH TRUST shares in Q1 2017, an estimated $2K.
  • Next Financial Group first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's CHESAPEAKE GRANITE WASH TRUST position peaked at $19K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.