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Rockefeller Financial Services’s Chord Energy CHRD Stock Holding History

Rockefeller Financial Services’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
2014
Q3 		– Sell
-22
Closed -$1K – 501
2014
Q2 		$1K Buy
+22
New +$1.06K ﹤0.01% 573

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HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rockefeller Financial Services's CHRD Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Chord Energy (CHRD) in Q3 2014, closing a stake of 22 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in CHRD in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 285 funds tracked by Wall St. Rank hold CHRD as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Chord Energy position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 22 Chord Energy shares in Q3 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in Chord Energy in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Chord Energy position peaked at $1K in Q2 2014.
  • 285 funds tracked by Wall St. Rank held Chord Energy as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.