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KMS Financial Services’s Chord Energy CHRD Stock Holding History

KMS Financial Services’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
2013
Q4 		– Sell
-4,140
Closed -$203K – 531
2013
Q3 		$203K Buy
+4,140
New +$174K 0.05% 394

Other funds holding CHRD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

KMS Financial Services's CHRD Position: Q4 2013 in Review

KMS Financial Services sold out of Chord Energy (CHRD) in Q4 2013, closing a stake of 4,140 shares — an estimated $203K sold.

KMS Financial Services first reported a position in CHRD in Q3 2013 and held it in 1 quarter. The position peaked at $203K in Q3 2013. 307 funds tracked by Wall St. Rank hold CHRD as of Q4 2013.

  • KMS Financial Services reported no remaining Chord Energy position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 4,140 Chord Energy shares in Q4 2013, an estimated $203K.
  • KMS Financial Services first reported a position in Chord Energy in Q3 2013 and held it in 1 quarter.
  • KMS Financial Services's Chord Energy position peaked at $203K in Q3 2013.
  • 307 funds tracked by Wall St. Rank held Chord Energy as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.