BerganKDV Wealth Management’s Chesapeake Energy Corporation CHK Stock Holding History

BerganKDV Wealth Management’s Portfolio CHK Stock Details CHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1	Closed	–	–	994
2019 Q3	$0	Hold	1	–	–	﹤0.01%	764
2019 Q2	$0	Sell	1 -80	-99%	-$40K	﹤0.01%	786
2019 Q1	$50K	Hold	81	–	–	0.01%	337
2018 Q4	$34K	Buy	81 +5	+7%	+$3.44K	0.01%	344
2018 Q3	$68K	Hold	76	–	–	0.01%	289
2018 Q2	$79K	Hold	76	–	–	0.02%	269
2018 Q1	$46K	Buy	+76	New	+$50.9K	0.01%	189

Other funds holding CHK

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BerganKDV Wealth Management's CHK Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Chesapeake Energy Corporation (CHK) in Q4 2019, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in CHK in Q1 2018 and held it in 7 quarters. The position peaked at $79K in Q2 2018. 360 funds tracked by Wall St. Rank hold CHK as of Q4 2019.

BerganKDV Wealth Management reported no remaining Chesapeake Energy Corporation position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 1 Chesapeake Energy Corporation share in Q4 2019.
BerganKDV Wealth Management first reported a position in Chesapeake Energy Corporation in Q1 2018 and held it in 7 quarters.
BerganKDV Wealth Management's Chesapeake Energy Corporation position peaked at $79K in Q2 2018.
360 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.