IA
CHK.PRD

IFP Advisors’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

IFP Advisors’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
2019
Q4 		– Sell
-426
Closed -$12.2K – 3255
2019
Q3 		$18K Buy
+426
New +$18.8K ﹤0.01% 1820
2019
Q1 		$24K Buy
426
+9
+2% +$472 ﹤0.01% 1275
2018
Q4 		$18K Buy
417
+9
+2% +$469 ﹤0.01% 2208
2018
Q3 		$22K Buy
408
+8
+2% +$442 ﹤0.01% 2422
2018
Q2 		$23K Buy
400
+17
+4% +$880 ﹤0.01% 2394
2018
Q1 		$19K Hold
383
– – ﹤0.01% 2425
2017
Q4 		$19K Sell
383
-292
-43% -$15K ﹤0.01% 2461
2017
Q3 		$34K Buy
675
+8
+1% +$416 ﹤0.01% 2254
2017
Q2 		$36K Buy
667
+8
+1% +$457 ﹤0.01% 2195
2017
Q1 		$40K Buy
659
+30
+5% +$1.78K ﹤0.01% 2062
2016
Q4 		$29K Hold
629
– – ﹤0.01% 2238
2016
Q3 		$28K Hold
629
– – ﹤0.01% 2201
2016
Q2 		$15K Buy
629
+203
+48% +$4.89K ﹤0.01% 2555
2016
Q1 		$24K Sell
426
-203
-32% -$3.23K ﹤0.01% 1273
2015
Q4 		$11K Buy
+629
New +$26.5K ﹤0.01% 2554

Other funds holding CHK.PRD

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

IFP Advisors's CHK.PRD Position: Q4 2019 in Review

IFP Advisors sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q4 2019, closing a stake of 426 shares — an estimated $12.2K sold.

IFP Advisors first reported a position in CHK.PRD in Q4 2015 and held it in 15 quarters. The position peaked at $40K in Q1 2017. 26 funds tracked by Wall St. Rank hold CHK.PRD as of Q4 2019.

  • IFP Advisors reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 426 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q4 2019, an estimated $12.2K.
  • IFP Advisors first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $40K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.