USCA RIA’s Chord Energy CHRD Stock Holding History

USCA RIA’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
2020 Q4	–	Sell	-10,000	Closed	-$3K	–	497
2020 Q3	$3K	Hold	10,000	–	–	﹤0.01%	464
2020 Q2	$8K	Hold	10,000	–	–	﹤0.01%	451
2020 Q1	$4K	Hold	10,000	–	–	﹤0.01%	409
2019 Q4	$33K	Hold	10,000	–	–	﹤0.01%	462
2019 Q3	$35K	Sell	10,000 -298	-3%	-$1.18K	﹤0.01%	446
2019 Q2	$58K	Hold	10,298	–	–	0.01%	440
2019 Q1	$62K	Hold	10,298	–	–	0.01%	422
2018 Q4	$57K	Hold	10,298	–	–	0.01%	412
2018 Q3	$146K	Hold	10,298	–	–	0.01%	456
2018 Q2	$134K	Buy	10,298 +298	+3%	+$3.39K	0.01%	441
2018 Q1	$81K	Hold	10,000	–	–	0.01%	433
2017 Q4	$84K	Hold	10,000	–	–	0.01%	426
2017 Q3	$81K	Hold	10,000	–	–	0.01%	402
2017 Q2	$81K	Sell	10,000 -300	-3%	-$3.28K	0.01%	408
2017 Q1	$147K	Hold	10,300	–	–	0.02%	386
2016 Q4	$156K	Hold	10,300	–	–	0.02%	366
2016 Q3	$118K	Buy	+10,300	New	+$94.1K	0.02%	368

Other funds holding CHRD

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return