One Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

One Wealth 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	Closed	-$2K	–	525
2017 Q4	$2K	Buy	+20	New	+$1.61K	﹤0.01%	511

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

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

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

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

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

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

One Wealth Advisors's CPK Position: Q1 2018 in Review

One Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q1 2018, closing a stake of 20 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in CPK in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 182 funds tracked by Wall St. Rank hold CPK as of Q1 2018.

One Wealth Advisors reported no remaining Chesapeake Utilities position as of Q1 2018 after selling out during the quarter.
One Wealth Advisors sold 20 Chesapeake Utilities shares in Q1 2018, an estimated $2K.
One Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2017 and held it in 1 quarter.
One Wealth Advisors's Chesapeake Utilities position peaked at $2K in Q4 2017.
182 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2018.

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