WA
CHKR

WFG Advisors’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

WFG 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
2014
Q2 		– Sell
-1,616
Closed -$17K – 2102
2014
Q1 		$17K Sell
1,616
-9,305
-85% -$104K ﹤0.01% 1316
2013
Q4 		$116K Sell
10,921
-6,059
-36% -$73.4K 0.02% 690
2013
Q3 		$227K Buy
16,980
+2,411
+17% +$35.4K 0.04% 449
2013
Q2 		$225K Buy
+14,569
New +$222K 0.04% 429

Other funds holding CHKR

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 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 $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's CHKR Position: Q2 2014 in Review

WFG Advisors sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q2 2014, closing a stake of 1,616 shares — an estimated $17K sold.

WFG Advisors first reported a position in CHKR in Q2 2013 and held it in 4 quarters. The position peaked at $227K in Q3 2013. 40 funds tracked by Wall St. Rank hold CHKR as of Q2 2014.

  • WFG Advisors reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 1,616 CHESAPEAKE GRANITE WASH TRUST shares in Q2 2014, an estimated $17K.
  • WFG Advisors first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's CHESAPEAKE GRANITE WASH TRUST position peaked at $227K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.