WCM
CPK icon

WealthBridge Capital Management’s Chesapeake Utilities CPK Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-214
Closed -$20K – 259
2019
Q1 		$20K Buy
214
+21
+11% +$1.87K 0.01% 447
2018
Q4 		$16K Buy
+193
New +$16.1K 0.01% 447

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

WealthBridge Capital Management's CPK Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Chesapeake Utilities (CPK) in Q2 2019, closing a stake of 214 shares — an estimated $20K sold.

WealthBridge Capital Management first reported a position in CPK in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 177 funds tracked by Wall St. Rank hold CPK as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Chesapeake Utilities position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 214 Chesapeake Utilities shares in Q2 2019, an estimated $20K.
  • WealthBridge Capital Management first reported a position in Chesapeake Utilities in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Chesapeake Utilities position peaked at $20K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.