YorkBridge Wealth Partners’s Chesapeake Utilities CPK Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-114	Closed	-$11K	–	265
2019 Q2	$11K	Sell	114 -44	-28%	-$4.08K	﹤0.01%	528
2019 Q1	$14K	Sell	158 -136	-46%	-$12.1K	0.01%	515
2018 Q4	$24K	Hold	294	–	–	0.01%	415
2018 Q3	$24K	Hold	294	–	–	0.01%	481
2018 Q2	$24K	Sell	294 -47	-14%	-$3.59K	0.01%	488
2018 Q1	$25K	Buy	341 +49	+17%	+$3.49K	0.01%	468
2017 Q4	$20K	Sell	292 -8	-3%	-$646	0.01%	512
2017 Q3	$23K	Buy	300 +2	+0.7%	+$157	0.01%	484
2017 Q2	$22K	Hold	298	–	–	0.01%	479
2017 Q1	$22K	Buy	298 +182	+157%	+$12.1K	0.01%	484
2016 Q4	$8K	Buy	+116	New	+$7.41K	﹤0.01%	629

Other funds holding CPK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's CPK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Chesapeake Utilities (CPK) in Q3 2019, closing a stake of 114 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in CPK in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q1 2018. 179 funds tracked by Wall St. Rank hold CPK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Chesapeake Utilities position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 114 Chesapeake Utilities shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Chesapeake Utilities in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Chesapeake Utilities position peaked at $25K in Q1 2018.
179 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.