CFA
CHK

Capstone Financial Advisors’s Chesapeake Energy Corporation CHK Stock Holding History

Capstone Financial Advisors’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
2020
Q2 		– Sell
-250
Closed -$9K – 116
2020
Q1 		$9K Hold
250
– – ﹤0.01% 92
2019
Q4 		$41K Buy
250
+150
+150% +$30.1K 0.01% 103
2019
Q3 		$28K Hold
100
– – ﹤0.01% 100
2019
Q2 		$39K Hold
100
– – 0.01% 89
2019
Q1 		$62K Hold
100
– – 0.01% 90
2018
Q4 		$42K Buy
100
+50
+100% +$34.4K 0.01% 83
2018
Q3 		$45K Hold
50
– – 0.01% 83
2018
Q2 		$52K Hold
50
– – 0.02% 81
2018
Q1 		$30K Hold
50
– – 0.01% 92
2017
Q4 		$40K Hold
50
– – 0.01% 81
2017
Q3 		$43K Hold
50
– – 0.02% 82
2017
Q2 		$50K Hold
50
– – 0.02% 72
2017
Q1 		$59K Hold
50
– – 0.03% 68
2016
Q4 		$70K Hold
50
– – 0.03% 65
2016
Q3 		$63K Hold
50
– – 0.03% 65
2016
Q2 		$43K Hold
50
– – 0.02% 64
2016
Q1 		$41K Buy
+50
New +$35.4K 0.02% 66

Other funds holding CHK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Capstone Financial Advisors's CHK Position: Q2 2020 in Review

Capstone Financial Advisors sold out of Chesapeake Energy Corporation (CHK) in Q2 2020, closing a stake of 250 shares — an estimated $9K sold.

Capstone Financial Advisors first reported a position in CHK in Q1 2016 and held it in 17 quarters. The position peaked at $70K in Q4 2016. 13 funds tracked by Wall St. Rank hold CHK as of Q2 2020.

  • Capstone Financial Advisors reported no remaining Chesapeake Energy Corporation position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Advisors sold 250 Chesapeake Energy Corporation shares in Q2 2020, an estimated $9K.
  • Capstone Financial Advisors first reported a position in Chesapeake Energy Corporation in Q1 2016 and held it in 17 quarters.
  • Capstone Financial Advisors's Chesapeake Energy Corporation position peaked at $70K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q2 2020.

Based on Capstone Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.