Harvest Group Wealth Management’s Chord Energy CHRD Stock Holding History

Harvest Group 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
2019 Q4	–	Sell	-681	Closed	-$2K	–	973
2019 Q3	$2K	Buy	681 +443	+186%	+$1.75K	﹤0.01%	659
2019 Q2	$1K	Buy	+238	New	+$1.35K	﹤0.01%	680

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EECFVCI

EnCap Energy Capital Fund VIII Co-Investors Houston, Texas $46.4M AUM 26.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Group Wealth Management's CHRD Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Chord Energy (CHRD) in Q4 2019, closing a stake of 681 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CHRD in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 220 funds tracked by Wall St. Rank hold CHRD as of Q4 2019.

Harvest Group Wealth Management reported no remaining Chord Energy position as of Q4 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 681 Chord Energy shares in Q4 2019, an estimated $2K.
Harvest Group Wealth Management first reported a position in Chord Energy in Q2 2019 and held it in 2 quarters.
Harvest Group Wealth Management's Chord Energy position peaked at $2K in Q3 2019.
220 funds tracked by Wall St. Rank held Chord Energy as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.