Integrated Wealth Management (Palm Desert)’s Chesapeake Energy Corporation CHK Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-7	Closed	-$8K	–	1141
2016 Q3	$8K	Sell	7 -7	-50%	-$8.07K	﹤0.01%	821
2016 Q2	$12K	Buy	14 +10	+250%	+$9.6K	﹤0.01%	723
2016 Q1	$4K	Hold	4	–	–	﹤0.01%	907
2015 Q4	$4K	Sell	4 -10	-71%	-$12.4K	﹤0.01%	991
2015 Q3	$20K	Sell	14 -1	-7%	-$1.7K	0.01%	586
2015 Q2	$32K	Buy	15 +1	+7%	+$2.82K	0.01%	481
2015 Q1	$39K	Buy	+14	New	+$49.4K	0.02%	434

Other funds holding CHK

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Integrated Wealth Management (Palm Desert)'s CHK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Chesapeake Energy Corporation (CHK) in Q4 2016, closing a stake of 7 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHK in Q1 2015 and held it in 7 quarters. The position peaked at $39K in Q1 2015. 470 funds tracked by Wall St. Rank hold CHK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Chesapeake Energy Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 7 Chesapeake Energy Corporation shares in Q4 2016, an estimated $8K.
Integrated Wealth Management (Palm Desert) first reported a position in Chesapeake Energy Corporation in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Chesapeake Energy Corporation position peaked at $39K in Q1 2015.
470 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.