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Choate Investment Advisors’s Chord Energy CHRD Stock Holding History

Choate Investment 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
2014
Q3 		– Sell
-13,530
Closed -$756K – 264
2014
Q2 		$756K Buy
13,530
+6,850
+103% +$331K 0.04% 146
2014
Q1 		$279K Buy
+6,680
New +$283K 0.02% 236

Other funds holding CHRD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Choate Investment Advisors's CHRD Position: Q3 2014 in Review

Choate Investment Advisors sold out of Chord Energy (CHRD) in Q3 2014, closing a stake of 13,530 shares — an estimated $756K sold.

Choate Investment Advisors first reported a position in CHRD in Q1 2014 and held it in 2 quarters. The position peaked at $756K in Q2 2014. 285 funds tracked by Wall St. Rank hold CHRD as of Q3 2014.

  • Choate Investment Advisors reported no remaining Chord Energy position as of Q3 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 13,530 Chord Energy shares in Q3 2014, an estimated $756K.
  • Choate Investment Advisors first reported a position in Chord Energy in Q1 2014 and held it in 2 quarters.
  • Choate Investment Advisors's Chord Energy position peaked at $756K in Q2 2014.
  • 285 funds tracked by Wall St. Rank held Chord Energy as of Q3 2014.

Based on Choate Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.