Creative Planning’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-300	Closed	-$16K	–	4203
2017 Q2	$16K	Hold	300	–	–	﹤0.01%	3341
2017 Q1	$18K	Hold	300	–	–	﹤0.01%	3203
2016 Q4	$14K	Hold	300	–	–	﹤0.01%	3339
2016 Q3	$13K	Hold	300	–	–	﹤0.01%	3354
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	3491
2016 Q1	$5K	Hold	300	–	–	﹤0.01%	3634
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	3724
2015 Q3	$18K	Buy	+300	New	+$19.3K	﹤0.01%	2825
2015 Q2	–	Sell	-300	Closed	-$26K	–	3455
2015 Q1	$26K	Hold	300	–	–	﹤0.01%	2531
2014 Q4	$27K	Hold	300	–	–	﹤0.01%	2453
2014 Q3	$29K	Hold	300	–	–	﹤0.01%	2284
2014 Q2	$29K	Sell	300 -100	-25%	-$9.52K	﹤0.01%	2261
2014 Q1	$37K	Hold	400	–	–	﹤0.01%	1996
2013 Q4	$37K	Hold	400	–	–	﹤0.01%	1800
2013 Q3	$35K	Hold	400	–	–	﹤0.01%	1748
2013 Q2	$36K	Buy	+400	New	+$35.6K	﹤0.01%	1572

Other funds holding CHK.PRD

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CHK.PRD Position: Q3 2017 in Review

Creative Planning sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q3 2017, closing a stake of 300 shares — an estimated $16K sold.

Creative Planning first reported a position in CHK.PRD in Q2 2013 and held it in 16 quarters. The position peaked at $37K in Q1 2014. 28 funds tracked by Wall St. Rank hold CHK.PRD as of Q3 2017.

Creative Planning reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2013 and held it in 16 quarters.
Creative Planning's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $37K in Q1 2014.
28 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.