SRIM
CHK.PRD

Saratoga Research & Investment Management’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Saratoga Research & Investment Management’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
2013
Q3 		– Sell
-3,150
Closed -$281K – 57
2013
Q2 		$281K Buy
+3,150
New +$280K 0.03% 49

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
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Saratoga Research & Investment Management's CHK.PRD Position: Q3 2013 in Review

Saratoga Research & Investment Management sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q3 2013, closing a stake of 3,150 shares — an estimated $281K sold.

Saratoga Research & Investment Management first reported a position in CHK.PRD in Q2 2013 and held it in 1 quarter. The position peaked at $281K in Q2 2013. 37 funds tracked by Wall St. Rank hold CHK.PRD as of Q3 2013.

  • Saratoga Research & Investment Management reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q3 2013 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 3,150 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q3 2013, an estimated $281K.
  • Saratoga Research & Investment Management first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2013 and held it in 1 quarter.
  • Saratoga Research & Investment Management's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $281K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q3 2013.

Based on Saratoga Research & Investment Management's 13F filing for Q3 2013, filed 22 Oct 2013.