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Gupta Wealth Management’s Chord Energy CHRD Stock Holding History

Gupta Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-625
Closed -$5K – 1255
2015
Q3 		$5K Hold
625
– – ﹤0.01% 1039
2015
Q2 		$10K Hold
625
– – ﹤0.01% 890
2015
Q1 		$9K Buy
+625
New +$9.18K ﹤0.01% 774

Other funds holding CHRD

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's CHRD Position: Q4 2015 in Review

Gupta Wealth Management sold out of Chord Energy (CHRD) in Q4 2015, closing a stake of 625 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in CHRD in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2015. 211 funds tracked by Wall St. Rank hold CHRD as of Q4 2015.

  • Gupta Wealth Management reported no remaining Chord Energy position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 625 Chord Energy shares in Q4 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in Chord Energy in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Chord Energy position peaked at $10K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Chord Energy as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.