Ground Swell Capital’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Ground Swell Capital’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
2014 Q3	$34K	Buy	359 +4	+1%	+$383	0.06%	328
2014 Q2	$35K	Buy	+355	New	+$33.8K	0.07%	234

Other funds holding CHK.PRD

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ground Swell Capital's CHK.PRD Position: Q3 2014 in Review

Ground Swell Capital increased its Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) stake by 1.1% in Q3 2014, buying an estimated $383 and bringing the position to 359 shares worth $34K. The position accounts for 0.06% of the portfolio, ranked #328.

Ground Swell Capital first reported a position in CHK.PRD in Q2 2014 and has held it in 2 quarters since. The position peaked at $35K in Q2 2014. 40 funds tracked by Wall St. Rank hold CHK.PRD as of Q3 2014.

Ground Swell Capital held 359 shares of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock worth $34K as of Q3 2014.
Ground Swell Capital bought 4 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q3 2014, an estimated $383.
Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #328 holding.
Ground Swell Capital first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $35K in Q2 2014.
40 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.