JPLA
CHK.PRD

Joseph P. Lucia & Associates’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-2,782
Closed -$50 – 476
2019
Q1 		$50 Buy
+2,782
New +$146K ﹤0.01% 297

Other funds holding CHK.PRD

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Joseph P. Lucia & Associates's CHK.PRD Position: Q2 2019 in Review

Joseph P. Lucia & Associates sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q2 2019, closing a stake of 2,782 shares — an estimated $50 sold.

Joseph P. Lucia & Associates first reported a position in CHK.PRD in Q1 2019 and held it in 1 quarter. The position peaked at $50 in Q1 2019. 24 funds tracked by Wall St. Rank hold CHK.PRD as of Q2 2019.

  • Joseph P. Lucia & Associates reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q2 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2,782 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q2 2019, an estimated $50.
  • Joseph P. Lucia & Associates first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q1 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $50 in Q1 2019.
  • 24 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q2 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2019, filed 23 Jul 2019.