Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Chord Energy CHRD Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-7,341
Closed -$75K – 400
2018
Q3 		$75K Buy
+7,341
New +$93K 0.01% 523

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PBRA
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Mount Yale Investment Advisors's CHRD Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Chord Energy (CHRD) in Q4 2018, closing a stake of 7,341 shares — an estimated $75K sold.

Mount Yale Investment Advisors first reported a position in CHRD in Q3 2018 and held it in 1 quarter. The position peaked at $75K in Q3 2018. 286 funds tracked by Wall St. Rank hold CHRD as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Chord Energy position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,341 Chord Energy shares in Q4 2018, an estimated $75K.
  • Mount Yale Investment Advisors first reported a position in Chord Energy in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Chord Energy position peaked at $75K in Q3 2018.
  • 286 funds tracked by Wall St. Rank held Chord Energy as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.