Valeo Financial Advisors’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Valeo Financial Advisors’s Portfolio CHK.PRD Stock Details CHK.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,150	Closed	-$64K	–	1703
2019 Q1	$64K	Hold	1,150	–	–	0.01%	512
2018 Q4	$49K	Hold	1,150	–	–	0.01%	511
2018 Q3	$62K	Hold	1,150	–	–	0.01%	510
2018 Q2	$64K	Hold	1,150	–	–	0.01%	498
2018 Q1	$57K	Hold	1,150	–	–	0.01%	469
2017 Q4	$57K	Hold	1,150	–	–	0.01%	448
2017 Q3	$58K	Buy	+1,150	New	+$59.8K	0.01%	385

Other funds holding CHK.PRD

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Valeo Financial Advisors's CHK.PRD Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q2 2019, closing a stake of 1,150 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in CHK.PRD in Q3 2017 and held it in 7 quarters. The position peaked at $64K in Q1 2019. 24 funds tracked by Wall St. Rank hold CHK.PRD as of Q2 2019.

Valeo Financial Advisors reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q2 2019 after selling out during the quarter.
Valeo Financial Advisors sold 1,150 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q2 2019, an estimated $64K.
Valeo Financial Advisors first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q3 2017 and held it in 7 quarters.
Valeo Financial Advisors's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $64K in Q1 2019.
24 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.