SWM
CHKR

Strategic Wealth Management’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Strategic Wealth Management’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
2013
Q3 		– Sell
-187,395
Closed -$2.89M – 35
2013
Q2 		$2.89M Buy
+187,395
New +$2.86M 3.02% 13

Other funds holding CHKR

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Strategic Wealth Management's CHKR Position: Q3 2013 in Review

Strategic Wealth Management sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q3 2013, closing a stake of 187,395 shares — an estimated $2.89M sold.

Strategic Wealth Management first reported a position in CHKR in Q2 2013 and held it in 1 quarter. The position peaked at $2.89M in Q2 2013. 47 funds tracked by Wall St. Rank hold CHKR as of Q3 2013.

  • Strategic Wealth Management reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q3 2013 after selling out during the quarter.
  • Strategic Wealth Management sold 187,395 CHESAPEAKE GRANITE WASH TRUST shares in Q3 2013, an estimated $2.89M.
  • Strategic Wealth Management first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 1 quarter.
  • Strategic Wealth Management's CHESAPEAKE GRANITE WASH TRUST position peaked at $2.89M in Q2 2013.
  • 47 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q3 2013.

Based on Strategic Wealth Management's 13F filing for Q3 2013, filed 30 Oct 2013.