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SeaCrest Wealth Management’s Chesapeake Utilities CPK Stock Holding History

SeaCrest Wealth Management’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
Q4 		– Sell
-49
Closed -$4K – 2163
2018
Q3 		$4K Hold
49
– – ﹤0.01% 1901
2018
Q2 		$4K Hold
49
– – ﹤0.01% 1859
2018
Q1 		$3K Sell
49
-2
-4% -$142 ﹤0.01% 1889
2017
Q4 		$4K Buy
+51
New +$4.12K ﹤0.01% 1851

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's CPK Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Chesapeake Utilities (CPK) in Q4 2018, closing a stake of 49 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in CPK in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 189 funds tracked by Wall St. Rank hold CPK as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Chesapeake Utilities position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 49 Chesapeake Utilities shares in Q4 2018, an estimated $4K.
  • SeaCrest Wealth Management first reported a position in Chesapeake Utilities in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Chesapeake Utilities position peaked at $4K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.