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Summit Financial Wealth Advisors’s Chord Energy CHRD Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q1 		– Sell
-346
Closed -$6K – 232
2014
Q4 		$6K Buy
+346
New +$8.58K ﹤0.01% 215

Other funds holding CHRD

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial Wealth Advisors's CHRD Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Chord Energy (CHRD) in Q1 2015, closing a stake of 346 shares — an estimated $6K sold.

Summit Financial Wealth Advisors first reported a position in CHRD in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 238 funds tracked by Wall St. Rank hold CHRD as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Chord Energy position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 346 Chord Energy shares in Q1 2015, an estimated $6K.
  • Summit Financial Wealth Advisors first reported a position in Chord Energy in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Chord Energy position peaked at $6K in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Chord Energy as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.