TWA
CHKR

TCI Wealth Advisors’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-600
Closed -$8K – 898
2013
Q3 		$8K Buy
+600
New +$8.82K 0.01% 417

Other funds holding CHKR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return

TCI Wealth Advisors's CHKR Position: Q4 2013 in Review

TCI Wealth Advisors sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q4 2013, closing a stake of 600 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in CHKR in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 40 funds tracked by Wall St. Rank hold CHKR as of Q4 2013.

  • TCI Wealth Advisors reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q4 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 600 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2013, an estimated $8K.
  • TCI Wealth Advisors first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q3 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's CHESAPEAKE GRANITE WASH TRUST position peaked at $8K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2013.

Based on TCI Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.