EFS
CHK

Essex Financial Services’s Chesapeake Energy Corporation CHK Stock Holding History

Essex Financial Services’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
2015
Q4 		– Sell
-87
Closed -$127K – 336
2015
Q3 		$127K Buy
87
+3
+4% +$5.09K 0.03% 314
2015
Q2 		$188K Sell
84
-5
-6% -$14.1K 0.05% 311
2015
Q1 		$253K Sell
89
-4
-4% -$14.1K 0.07% 264
2014
Q4 		$364K Sell
93
-1
-1% -$4.15K 0.09% 211
2014
Q3 		$431K Sell
94
-10
-10% -$52.7K 0.13% 181
2014
Q2 		$611K Hold
104
– – 0.18% 133
2014
Q1 		$504K Sell
104
-3
-3% -$14.6K 0.16% 142
2013
Q4 		$547K Buy
107
+10
+10% +$50.8K 0.19% 125
2013
Q3 		$474 Sell
97
-17
-15% -$78.9K 0.15% 138
2013
Q2 		$438K Buy
+114
New +$438K 0.15% 144

Other funds holding CHK

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's CHK Position: Q4 2015 in Review

Essex Financial Services sold out of Chesapeake Energy Corporation (CHK) in Q4 2015, closing a stake of 87 shares — an estimated $127K sold.

Essex Financial Services first reported a position in CHK in Q2 2013 and held it in 10 quarters. The position peaked at $611K in Q2 2014. 467 funds tracked by Wall St. Rank hold CHK as of Q4 2015.

  • Essex Financial Services reported no remaining Chesapeake Energy Corporation position as of Q4 2015 after selling out during the quarter.
  • Essex Financial Services sold 87 Chesapeake Energy Corporation shares in Q4 2015, an estimated $127K.
  • Essex Financial Services first reported a position in Chesapeake Energy Corporation in Q2 2013 and held it in 10 quarters.
  • Essex Financial Services's Chesapeake Energy Corporation position peaked at $611K in Q2 2014.
  • 467 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q4 2015.

Based on Essex Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.