SFWA
CHK

Summit Financial Wealth Advisors’s Chesapeake Energy Corporation CHK Stock Holding History

Summit Financial Wealth Advisors’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
2018
Q3 		– Sell
-50
Closed -$30K – 161
2018
Q2 		$30K Hold
50
– – 0.01% 137
2018
Q1 		$30K Buy
+50
New +$33.5K 0.01% 145

Other funds holding CHK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial Wealth Advisors's CHK Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Chesapeake Energy Corporation (CHK) in Q3 2018, closing a stake of 50 shares — an estimated $30K sold.

Summit Financial Wealth Advisors first reported a position in CHK in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q2 2018. 403 funds tracked by Wall St. Rank hold CHK as of Q3 2018.

  • Summit Financial Wealth Advisors reported no remaining Chesapeake Energy Corporation position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 50 Chesapeake Energy Corporation shares in Q3 2018, an estimated $30K.
  • Summit Financial Wealth Advisors first reported a position in Chesapeake Energy Corporation in Q1 2018 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Chesapeake Energy Corporation position peaked at $30K in Q2 2018.
  • 403 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.