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Lenox Wealth Advisors’s Chord Energy CHRD Stock Holding History

Lenox Wealth Advisors’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
2017
Q4 		– Sell
-259
Closed -$2K – 399
2017
Q3 		$2K Buy
+259
New +$2.03K ﹤0.01% 150
2016
Q1 		– Sell
-62
Closed – – 279
2015
Q4 		$0 Buy
+62
New +$663 ﹤0.01% 511

Other funds holding CHRD

EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Lenox Wealth Advisors's CHRD Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Chord Energy (CHRD) in Q4 2017, closing a stake of 259 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CHRD in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 247 funds tracked by Wall St. Rank hold CHRD as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Chord Energy position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 259 Chord Energy shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Chord Energy in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Chord Energy position peaked at $2K in Q3 2017.
  • 247 funds tracked by Wall St. Rank held Chord Energy as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.