Carson Wealth (CWM LLC)
CHK

Carson Wealth (CWM LLC)’s Chesapeake Energy Corporation CHK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Hold
0
– – – 3428
2018
Q4 		– Hold
0
– – – 2325
2018
Q3 		– Hold
0
– – – 2062
2018
Q2 		– Hold
0
– – – 1814
2018
Q1 		– Hold
0
– – – 1587
2017
Q4 		– Hold
0
– – – 1626
2017
Q3 		– Hold
0
– – – 1598
2017
Q2 		– Hold
0
– – – 1353
2017
Q1 		– Hold
0
– – – 1372
2016
Q4 		– Sell
-1
Closed -$1.31K – 1221
2016
Q3 		$1K Hold
1
– – ﹤0.01% 969
2016
Q2 		$0 Hold
1
– – ﹤0.01% 891
2016
Q1 		$0 Sell
1
-455
-100% -$322K ﹤0.01% 831
2015
Q4 		$411K Buy
456
+195
+75% +$242K 0.04% 189
2015
Q3 		$383K Buy
261
+150
+135% +$255K 0.04% 173
2015
Q2 		$247K Buy
111
+23
+26% +$64.9K 0.02% 169
2015
Q1 		$249K Buy
+88
New +$311K 0.03% 168
2014
Q1 		– Sell
-8
Closed -$41K – 550
2013
Q4 		$41K Sell
8
-5
-38% -$25.4K 0.01% 288
2013
Q3 		$65K Buy
+13
New +$60.3K 0.02% 170

Other funds holding CHK

GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHK Position: Q1 2019 in Review

Carson Wealth (CWM LLC) held its Chesapeake Energy Corporation (CHK) position steady in Q1 2019 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Carson Wealth (CWM LLC) first reported a position in CHK in Q3 2013 and has held it in 9 quarters since. The position peaked at $411K in Q4 2015. 429 funds tracked by Wall St. Rank hold CHK as of Q1 2019.

  • Carson Wealth (CWM LLC) held 0 shares of Chesapeake Energy Corporation worth $0 as of Q1 2019.
  • Carson Wealth (CWM LLC) left its Chesapeake Energy Corporation share count unchanged in Q1 2019.
  • Chesapeake Energy Corporation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2019, its #3428 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chesapeake Energy Corporation in Q3 2013 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Chesapeake Energy Corporation position peaked at $411K in Q4 2015.
  • 429 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.