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Wealthspire Advisors (Maryland)’s Chesapeake Utilities CPK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-2,845
Closed -$78K – 2399
2018
Q2 		$78K Buy
+2,845
New +$217K 0.01% 804

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Wealthspire Advisors (Maryland)'s CPK Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Chesapeake Utilities (CPK) in Q3 2018, closing a stake of 2,845 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in CPK in Q2 2018 and held it in 1 quarter. The position peaked at $78K in Q2 2018. 173 funds tracked by Wall St. Rank hold CPK as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Chesapeake Utilities position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,845 Chesapeake Utilities shares in Q3 2018, an estimated $78K.
  • Wealthspire Advisors (Maryland) first reported a position in Chesapeake Utilities in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Chesapeake Utilities position peaked at $78K in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.