B. Riley Wealth Advisors’s Chord Energy CHRD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-61	Closed	-$1K	–	795
2014 Q4	$1K	Buy	+61	New	+$1.51K	﹤0.01%	3527
2014 Q1	–	Sell	-2,218	Closed	-$104K	–	761
2013 Q4	$104K	Buy	+2,218	New	+$110K	0.03%	542

Other funds holding CHRD

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's CHRD Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Chord Energy (CHRD) in Q1 2015, closing a stake of 61 shares — an estimated $1K sold.

B. Riley Wealth Advisors first reported a position in CHRD in Q4 2013 and held it in 2 quarters. The position peaked at $104K in Q4 2013. 238 funds tracked by Wall St. Rank hold CHRD as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Chord Energy position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 61 Chord Energy shares in Q1 2015, an estimated $1K.
B. Riley Wealth Advisors first reported a position in Chord Energy in Q4 2013 and held it in 2 quarters.
B. Riley Wealth Advisors's Chord Energy position peaked at $104K in Q4 2013.
238 funds tracked by Wall St. Rank held Chord Energy as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.