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Reilly Financial Advisors’s Chord Energy CHRD Stock Holding History

Reilly Financial 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
2013
Q4 		– Sell
-171
Closed -$9K – 842
2013
Q3 		$9K Buy
+171
New +$7.18K ﹤0.01% 490

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

Reilly Financial Advisors's CHRD Position: Q4 2013 in Review

Reilly Financial Advisors sold out of Chord Energy (CHRD) in Q4 2013, closing a stake of 171 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in CHRD in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 307 funds tracked by Wall St. Rank hold CHRD as of Q4 2013.

  • Reilly Financial Advisors reported no remaining Chord Energy position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 171 Chord Energy shares in Q4 2013, an estimated $9K.
  • Reilly Financial Advisors first reported a position in Chord Energy in Q3 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Chord Energy position peaked at $9K in Q3 2013.
  • 307 funds tracked by Wall St. Rank held Chord Energy as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.