SSWM
CHRD icon

Sheets Smith Wealth Management’s Chord Energy CHRD Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-13,760
Closed -$646K – 252
2013
Q4 		$646K Buy
13,760
+1,691
+14% +$84K 0.18% 150
2013
Q3 		$593K Buy
12,069
+28
+0.2% +$1.18K 0.19% 152
2013
Q2 		$468K Buy
+12,041
New +$446K 0.16% 175

Other funds holding CHRD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Sheets Smith Wealth Management's CHRD Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of Chord Energy (CHRD) in Q1 2014, closing a stake of 13,760 shares — an estimated $646K sold.

Sheets Smith Wealth Management first reported a position in CHRD in Q2 2013 and held it in 3 quarters. The position peaked at $646K in Q4 2013. 285 funds tracked by Wall St. Rank hold CHRD as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining Chord Energy position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 13,760 Chord Energy shares in Q1 2014, an estimated $646K.
  • Sheets Smith Wealth Management first reported a position in Chord Energy in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Chord Energy position peaked at $646K in Q4 2013.
  • 285 funds tracked by Wall St. Rank held Chord Energy as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.