UCFA
CHK

United Capital Financial Advisors’s Chesapeake Energy Corporation CHK Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-288
Closed -$10K – 1277
2020
Q1 		$10K Hold
288
– – ﹤0.01% 1176
2019
Q4 		$47K Hold
288
– – ﹤0.01% 1342
2019
Q3 		$81K Sell
288
-100
-26% -$32.5K ﹤0.01% 1252
2019
Q2 		$151K Buy
388
+18
+5% +$8.99K ﹤0.01% 1389
2019
Q1 		$229K Sell
370
-6
-2% -$3.36K ﹤0.01% 1229
2018
Q4 		$158K Sell
376
-11
-3% -$7.57K ﹤0.01% 1217
2018
Q3 		$347K Buy
387
+5
+1% +$4.56K ﹤0.01% 1057
2018
Q2 		$400K Sell
382
-4
-1% -$3.1K ﹤0.01% 999
2018
Q1 		$233K Buy
386
+213
+123% +$143K ﹤0.01% 1185
2017
Q4 		$140K Buy
173
+1
+0.6% +$779 ﹤0.01% 1263
2017
Q3 		$148K Sell
172
-24
-12% -$20.6K ﹤0.01% 1260
2017
Q2 		$195K Buy
196
+27
+16% +$29K ﹤0.01% 1213
2017
Q1 		$201K Buy
169
+10
+6% +$12.2K ﹤0.01% 1183
2016
Q4 		$224K Buy
159
+97
+156% +$127K ﹤0.01% 1141
2016
Q3 		$77K Buy
62
+7
+13% +$8.07K ﹤0.01% 1239
2016
Q2 		$44K Sell
55
-175
-76% -$168K ﹤0.01% 1233
2016
Q1 		$189K Buy
230
+178
+342% +$126K ﹤0.01% 1134
2015
Q4 		$47K Buy
+52
New +$64.7K ﹤0.01% 1192
2015
Q3 		– Sell
-131
Closed -$292K – 1338
2015
Q2 		$292K Buy
+131
New +$370K ﹤0.01% 1081

Other funds holding CHK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

United Capital Financial Advisors's CHK Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Chesapeake Energy Corporation (CHK) in Q2 2020, closing a stake of 288 shares — an estimated $10K sold.

United Capital Financial Advisors first reported a position in CHK in Q2 2015 and held it in 19 quarters. The position peaked at $400K in Q2 2018. 13 funds tracked by Wall St. Rank hold CHK as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Chesapeake Energy Corporation position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 288 Chesapeake Energy Corporation shares in Q2 2020, an estimated $10K.
  • United Capital Financial Advisors first reported a position in Chesapeake Energy Corporation in Q2 2015 and held it in 19 quarters.
  • United Capital Financial Advisors's Chesapeake Energy Corporation position peaked at $400K in Q2 2018.
  • 13 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.