JWA
CHK

JFS Wealth Advisors’s Chesapeake Energy Corporation CHK Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-11
Closed -$10K – 669
2015
Q4 		$10K Hold
11
– – ﹤0.01% 399
2015
Q3 		$16K Hold
11
– – 0.01% 295
2015
Q2 		$24K Hold
11
– – 0.01% 252
2015
Q1 		$31K Buy
11
+3
+38% +$10.6K 0.01% 231
2014
Q4 		$32K Hold
8
– – 0.01% 240
2014
Q3 		$37K Sell
8
-1
-11% -$5.27K 0.01% 211
2014
Q2 		$51K Buy
+9
New +$49K 0.01% 184

Other funds holding CHK

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JFS Wealth Advisors's CHK Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Chesapeake Energy Corporation (CHK) in Q1 2016, closing a stake of 11 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in CHK in Q2 2014 and held it in 7 quarters. The position peaked at $51K in Q2 2014. 404 funds tracked by Wall St. Rank hold CHK as of Q1 2016.

  • JFS Wealth Advisors reported no remaining Chesapeake Energy Corporation position as of Q1 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 11 Chesapeake Energy Corporation shares in Q1 2016, an estimated $10K.
  • JFS Wealth Advisors first reported a position in Chesapeake Energy Corporation in Q2 2014 and held it in 7 quarters.
  • JFS Wealth Advisors's Chesapeake Energy Corporation position peaked at $51K in Q2 2014.
  • 404 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.