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TCI Wealth Advisors’s Chord Energy CHRD Stock Holding History

TCI 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
2014
Q4 		– Sell
-250
Closed -$10K – 890
2014
Q3 		$10K Hold
250
– – 0.01% 436
2014
Q2 		$14K Hold
250
– – 0.01% 396
2014
Q1 		$10K Sell
250
-55
-18% -$2.33K 0.01% 415
2013
Q4 		$14K Hold
305
– – 0.01% 377
2013
Q3 		$15K Buy
305
+55
+22% +$2.31K 0.01% 318
2013
Q2 		$10K Buy
+250
New +$9.27K 0.01% 368

Other funds holding CHRD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's CHRD Position: Q4 2014 in Review

TCI Wealth Advisors sold out of Chord Energy (CHRD) in Q4 2014, closing a stake of 250 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in CHRD in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q3 2013. 226 funds tracked by Wall St. Rank hold CHRD as of Q4 2014.

  • TCI Wealth Advisors reported no remaining Chord Energy position as of Q4 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 250 Chord Energy shares in Q4 2014, an estimated $10K.
  • TCI Wealth Advisors first reported a position in Chord Energy in Q2 2013 and held it in 6 quarters.
  • TCI Wealth Advisors's Chord Energy position peaked at $15K in Q3 2013.
  • 226 funds tracked by Wall St. Rank held Chord Energy as of Q4 2014.

Based on TCI Wealth Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.