SSWM
CHK

Sheets Smith Wealth Management’s Chesapeake Energy Corporation CHK Stock Holding History

Sheets Smith Wealth Management’s Portfolio CHK Stock Details CHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-367
Closed -$436K – 323
2017
Q1 		$436K Sell
367
-4
-1% -$4.86K 0.12% 192
2016
Q4 		$521K Buy
+371
New +$485K 0.15% 185

Other funds holding CHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's CHK Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Chesapeake Energy Corporation (CHK) in Q2 2017, closing a stake of 367 shares — an estimated $436K sold.

Sheets Smith Wealth Management first reported a position in CHK in Q4 2016 and held it in 2 quarters. The position peaked at $521K in Q4 2016. 436 funds tracked by Wall St. Rank hold CHK as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Chesapeake Energy Corporation position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 367 Chesapeake Energy Corporation shares in Q2 2017, an estimated $436K.
  • Sheets Smith Wealth Management first reported a position in Chesapeake Energy Corporation in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Chesapeake Energy Corporation position peaked at $521K in Q4 2016.
  • 436 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.