CFA
CHK.PRD

Carroll Financial Associates’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Carroll Financial Associates’s Portfolio CHK.PRD Stock Details CHK.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-37
Closed -$1K – 1575
2018
Q4 		$1K Hold
37
– – ﹤0.01% 1279
2018
Q3 		$1K Hold
37
– – ﹤0.01% 1294
2018
Q2 		$2K Buy
+37
New +$1.92K ﹤0.01% 1185

Other funds holding CHK.PRD

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's CHK.PRD Position: Q1 2019 in Review

Carroll Financial Associates sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q1 2019, closing a stake of 37 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in CHK.PRD in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 30 funds tracked by Wall St. Rank hold CHK.PRD as of Q1 2019.

  • Carroll Financial Associates reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q1 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 37 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q1 2019, an estimated $1K.
  • Carroll Financial Associates first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2018 and held it in 3 quarters.
  • Carroll Financial Associates's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $2K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.