Evercore Wealth Management’s Chesapeake Energy Corporation CHK Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-3	Closed	-$3K	–	873
2017 Q4	$3K	Hold	3	–	–	﹤0.01%	882
2017 Q3	$3K	Hold	3	–	–	﹤0.01%	874
2017 Q2	$3K	Buy	3 +2	+200%	+$2.15K	﹤0.01%	934
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	974
2016 Q4	$1K	Buy	+1	New	+$1.31K	﹤0.01%	1000
2015 Q4	–	Sell	-1	Closed	-$1K	–	1085
2015 Q3	$1K	Buy	+1	New	+$1.7K	﹤0.01%	939

Other funds holding CHK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's CHK Position: Q1 2018 in Review

Evercore Wealth Management sold out of Chesapeake Energy Corporation (CHK) in Q1 2018, closing a stake of 3 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in CHK in Q3 2015 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 401 funds tracked by Wall St. Rank hold CHK as of Q1 2018.

Evercore Wealth Management reported no remaining Chesapeake Energy Corporation position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3 Chesapeake Energy Corporation shares in Q1 2018, an estimated $3K.
Evercore Wealth Management first reported a position in Chesapeake Energy Corporation in Q3 2015 and held it in 6 quarters.
Evercore Wealth Management's Chesapeake Energy Corporation position peaked at $3K in Q4 2017.
401 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.