WA
CHK

Waverly Advisors’s Chesapeake Energy Corporation CHK Stock Holding History

Waverly 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
2018
Q1 		– Sell
-7
Closed -$5K – 381
2017
Q4 		$5K Buy
+7
New +$5.45K ﹤0.01% 371
2017
Q3 		– Sell
-70
Closed -$70K – 239
2017
Q2 		$70K Hold
70
– – 0.02% 215
2017
Q1 		$83K Hold
70
– – 0.02% 209
2016
Q4 		$98K Buy
+70
New +$91.5K 0.04% 115
2015
Q2 		– Sell
-4
Closed -$13K – 415
2015
Q1 		$13K Buy
+4
New +$14.1K 0.01% 238
2014
Q1 		– Sell
-5
Closed -$27K – 860
2013
Q4 		$27K Hold
5
– – 0.01% 412
2013
Q3 		$26K Buy
+5
New +$23.2K 0.01% 330

Other funds holding CHK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's CHK Position: Q1 2018 in Review

Waverly Advisors sold out of Chesapeake Energy Corporation (CHK) in Q1 2018, closing a stake of 7 shares — an estimated $5K sold.

Waverly Advisors first reported a position in CHK in Q3 2013 and held it in 7 quarters. The position peaked at $98K in Q4 2016. 401 funds tracked by Wall St. Rank hold CHK as of Q1 2018.

  • Waverly Advisors reported no remaining Chesapeake Energy Corporation position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 7 Chesapeake Energy Corporation shares in Q1 2018, an estimated $5K.
  • Waverly Advisors first reported a position in Chesapeake Energy Corporation in Q3 2013 and held it in 7 quarters.
  • Waverly Advisors's Chesapeake Energy Corporation position peaked at $98K in Q4 2016.
  • 401 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.