Creative Planning’s Chesapeake Energy Corporation CHK Stock Holding History

Creative Planning’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
2018 Q4	–	Sell	-5	Closed	-$1K	–	2175
2018 Q3	$1K	Buy	+5	New	+$4.56K	﹤0.01%	2068
2018 Q2	–	Sell	-15	Closed	-$3K	–	2211
2018 Q1	$3K	Buy	+15	New	+$10.1K	﹤0.01%	1981
2017 Q1	–	Sell	-4	Closed	-$1K	–	5026
2016 Q4	$1K	Hold	4	–	–	﹤0.01%	4540
2016 Q3	$1K	Hold	4	–	–	﹤0.01%	4489
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	4263
2016 Q1	$1K	Sell	4 -25	-86%	-$17.7K	﹤0.01%	4214
2015 Q4	$1K	Buy	29 +2	+7%	+$2.49K	﹤0.01%	4296
2015 Q3	$3K	Buy	+27	New	+$45.9K	﹤0.01%	3868
2015 Q1	–	Sell	-1	Closed	-$1K	–	4487
2014 Q4	$1K	Buy	+1	New	+$4.15K	﹤0.01%	4042

Other funds holding CHK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's CHK Position: Q2 2020 in Review

Creative Planning sold out of Chesapeake Energy Corporation (CHK) in Q2 2020, closing a stake of 4,865 shares — an estimated $168K sold.

Creative Planning first reported a position in CHK in Q2 2013 and held it in 28 quarters. The position peaked at $7.11M in Q2 2017. 13 funds tracked by Wall St. Rank hold CHK as of Q2 2020.

Creative Planning reported no remaining Chesapeake Energy Corporation position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 4,865 Chesapeake Energy Corporation shares in Q2 2020, an estimated $168K.
Creative Planning first reported a position in Chesapeake Energy Corporation in Q2 2013 and held it in 28 quarters.
Creative Planning's Chesapeake Energy Corporation position peaked at $7.11M in Q2 2017.
13 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.