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

Veritable’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
2018 Q4	–	Sell	-6,000	Closed	-$323K	–	844
2018 Q3	$323K	Buy	+6,000	New	+$332K	0.01%	622
2015 Q2	–	Sell	-2,840	Closed	-$249K	–	907
2015 Q1	$249K	Hold	2,840	–	–	0.01%	806
2014 Q4	$258K	Sell	2,840 -2,000	-41%	-$184K	0.01%	796
2014 Q3	$465K	Buy	4,840 +2,000	+70%	+$192K	0.01%	626
2014 Q2	$277K	Hold	2,840	–	–	0.01%	782
2014 Q1	$260K	Buy	2,840 +840	+42%	+$76.8K	0.01%	779
2013 Q4	$184K	Buy	+2,000	New	+$181K	﹤0.01%	849

Other funds holding CHK.PRD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Veritable's CHK.PRD Position: Q4 2018 in Review

Veritable sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q4 2018, closing a stake of 6,000 shares — an estimated $323K sold.

Veritable first reported a position in CHK.PRD in Q4 2013 and held it in 7 quarters. The position peaked at $465K in Q3 2014. 24 funds tracked by Wall St. Rank hold CHK.PRD as of Q4 2018.

Veritable reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q4 2018 after selling out during the quarter.
Veritable sold 6,000 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q4 2018, an estimated $323K.
Veritable first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q4 2013 and held it in 7 quarters.
Veritable's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $465K in Q3 2014.
24 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q4 2018.

Based on Veritable's 13F filing for Q4 2018, filed 14 Feb 2019.