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WealthPLAN Partners’s Chord Energy CHRD Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.31K Sell
205
-205
-50% -$1.87K ﹤0.01% 836
2016
Q2 		$1.92K Buy
+410
New +$3.88K ﹤0.01% 2246

Other funds holding CHRD

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

WealthPLAN Partners's CHRD Position: Q3 2016 in Review

WealthPLAN Partners reduced its Chord Energy (CHRD) stake by 50% in Q3 2016, selling an estimated $1.87K and leaving 205 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

WealthPLAN Partners first reported a position in CHRD in Q2 2016 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold CHRD as of Q3 2016.

  • WealthPLAN Partners held 205 shares of Chord Energy worth $2.31K as of Q3 2016.
  • WealthPLAN Partners sold 205 Chord Energy shares in Q3 2016, an estimated $1.87K.
  • Chord Energy made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #836 holding.
  • WealthPLAN Partners first reported a position in Chord Energy in Q2 2016 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Chord Energy as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.