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Disclosery

Charter Oak Partners Management, L.P.: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Oak Partners Management, L.P. on SWX, newest first. How the timeline and the estimate are built.

Charter Oak Partners Management, L.P. held 0 SWX shares at 2014-06-30 per its 13F-HR filed 2014-08-14.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 0 shares
    Change vs previous 13F -43,435 shares

    13F-HR 0000902664-14-003473 filed by Charter Oak Partners Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2014-03-31
    13F 43,435 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $2,322,000.

    13F-HR 0000902664-14-002476 filed by Charter Oak Partners Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2013-12-31
    13F 43,435 shares
    Change vs previous 13F -147 shares

    1.73% of the 13F portfolio, value $2,428,000.

    13F-HR 0000902664-14-000900 filed by Charter Oak Partners Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2013-09-30
    13F 43,582 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $2,179,000.

    13F-HR 0000902664-13-003678 filed by Charter Oak Partners Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2013-06-30
    13F 43,582 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,039,000.

    13F-HR 0000902664-13-002846 filed by Charter Oak Partners Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).