PHIMC
CHKR

Private Harbour Investment Management & Counsel’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Private Harbour Investment Management & Counsel’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
2014
Q1 		– Sell
-42,435
Closed -$450K – 100
2013
Q4 		$450K Sell
42,435
-4,350
-9% -$52.7K 0.29% 76
2013
Q3 		$625K Sell
46,785
-2,900
-6% -$42.6K 0.42% 65
2013
Q2 		$766K Buy
+49,685
New +$758K 0.55% 54

Other funds holding CHKR

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Harbour Investment Management & Counsel's CHKR Position: Q1 2014 in Review

Private Harbour Investment Management & Counsel sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q1 2014, closing a stake of 42,435 shares — an estimated $450K sold.

Private Harbour Investment Management & Counsel first reported a position in CHKR in Q2 2013 and held it in 3 quarters. The position peaked at $766K in Q2 2013. 43 funds tracked by Wall St. Rank hold CHKR as of Q1 2014.

  • Private Harbour Investment Management & Counsel reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q1 2014 after selling out during the quarter.
  • Private Harbour Investment Management & Counsel sold 42,435 CHESAPEAKE GRANITE WASH TRUST shares in Q1 2014, an estimated $450K.
  • Private Harbour Investment Management & Counsel first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 3 quarters.
  • Private Harbour Investment Management & Counsel's CHESAPEAKE GRANITE WASH TRUST position peaked at $766K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q1 2014.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q1 2014, filed 8 May 2014.