MSFP
CHK

Mark Sheptoff Financial Planning’s Chesapeake Energy Corporation CHK Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-1,060
Closed -$175K – 394
2019
Q4 		$175K Buy
1,060
+175
+20% +$35.2K 0.11% 97
2019
Q3 		$250K Buy
885
+19
+2% +$6.18K 0.17% 85
2019
Q2 		$338K Buy
866
+255
+42% +$127K 0.23% 71
2019
Q1 		$379K Buy
611
+18
+3% +$10.1K 0.27% 68
2018
Q4 		$249K Buy
593
+260
+78% +$179K 0.21% 74
2018
Q3 		$299K Buy
333
+10
+3% +$9.12K 0.21% 81
2018
Q2 		$339K Buy
323
+173
+115% +$134K 0.25% 78
2018
Q1 		$90K Buy
150
+10
+7% +$6.7K 0.06% 135
2017
Q4 		$111K Sell
140
-13
-8% -$10.1K 0.07% 132
2017
Q3 		$131K Hold
153
– – 0.09% 129
2017
Q2 		$152K Hold
153
– – 0.1% 120
2017
Q1 		$182K Sell
153
-9
-6% -$10.9K 0.13% 109
2016
Q4 		$227K Sell
162
-90
-36% -$118K 0.17% 92
2016
Q3 		$316K Sell
252
-2
-0.8% -$2.31K 0.24% 74
2016
Q2 		$218K Buy
254
+70
+38% +$67.2K 0.16% 87
2016
Q1 		$152K Buy
184
+33
+22% +$23.4K 0.12% 98
2015
Q4 		$136K Buy
151
+37
+32% +$46K 0.11% 116
2015
Q3 		$168K Buy
114
+32
+39% +$54.3K 0.15% 102
2015
Q2 		$184K Buy
82
+5
+6% +$14.1K 0.15% 106
2015
Q1 		$219K Hold
77
– – 0.18% 95
2014
Q4 		$303K Sell
77
-41
-35% -$170K 0.27% 80
2014
Q3 		$542K Buy
118
+24
+26% +$126K 0.48% 59
2014
Q2 		$552K Buy
94
+24
+34% +$131K 0.47% 58
2014
Q1 		$340K Buy
+70
New +$341K 0.3% 79

Other funds holding CHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's CHK Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Chesapeake Energy Corporation (CHK) in Q1 2020, closing a stake of 1,060 shares — an estimated $175K sold.

Mark Sheptoff Financial Planning first reported a position in CHK in Q1 2014 and held it in 24 quarters. The position peaked at $552K in Q2 2014. 294 funds tracked by Wall St. Rank hold CHK as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Chesapeake Energy Corporation position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,060 Chesapeake Energy Corporation shares in Q1 2020, an estimated $175K.
  • Mark Sheptoff Financial Planning first reported a position in Chesapeake Energy Corporation in Q1 2014 and held it in 24 quarters.
  • Mark Sheptoff Financial Planning's Chesapeake Energy Corporation position peaked at $552K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.