OIA
CHK.PRD

Optimum Investment Advisors’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$44K Hold
500
– – 0.01% 539
2014
Q4 		$45K Hold
500
– – 0.01% 543
2014
Q3 		$48K Hold
500
– – 0.02% 485
2014
Q2 		$49K Buy
+500
New +$47.6K 0.02% 487

Other funds holding CHK.PRD

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's CHK.PRD Position: Q1 2015 in Review

Optimum Investment Advisors held its Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) position steady in Q1 2015 at 500 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #539.

Optimum Investment Advisors first reported a position in CHK.PRD in Q2 2014 and has held it in 4 quarters since. The position peaked at $49K in Q2 2014. 36 funds tracked by Wall St. Rank hold CHK.PRD as of Q1 2015.

  • Optimum Investment Advisors held 500 shares of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock worth $44K as of Q1 2015.
  • Optimum Investment Advisors left its Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock share count unchanged in Q1 2015.
  • Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #539 holding.
  • Optimum Investment Advisors first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $49K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.