WA
CHK.PRD

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

WFG 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
2017
Q2 		$1.42M Buy
26,502
+2,212
+9% +$126K 0.32% 86
2017
Q1 		$1.47M Sell
24,290
-563
-2% -$33.3K 0.39% 64
2016
Q4 		$1.15M Buy
24,853
+2,694
+12% +$117K 0.28% 94
2016
Q3 		$989K Buy
22,159
+4,486
+25% +$153K 0.25% 98
2016
Q2 		$409K Buy
17,673
+550
+3% +$13.3K 0.11% 194
2016
Q1 		$306K Buy
17,123
+7,694
+82% +$123K 0.09% 231
2015
Q4 		$162K Buy
9,429
+409
+5% +$17.2K 0.05% 344
2015
Q3 		$528K Buy
9,020
+1,340
+17% +$86.2K 0.17% 146
2015
Q2 		$570K Buy
7,680
+276
+4% +$23.6K 0.16% 143
2015
Q1 		$649K Sell
7,404
-271
-4% -$24.3K 0.18% 130
2014
Q4 		$698K Buy
7,675
+550
+8% +$50.7K 0.14% 159
2014
Q3 		$684K Hold
7,125
– – 0.13% 191
2014
Q2 		$695K Sell
7,125
-100
-1% -$9.52K 0.13% 192
2014
Q1 		$662K Sell
7,225
-200
-3% -$18.3K 0.13% 190
2013
Q4 		$683K Sell
7,425
-100
-1% -$9.06K 0.1% 240
2013
Q3 		$666K Buy
7,525
+200
+3% +$18K 0.1% 226
2013
Q2 		$653K Buy
+7,325
New +$651K 0.11% 216

Other funds holding CHK.PRD

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WFG Advisors's CHK.PRD Position: Q2 2017 in Review

WFG Advisors increased its Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) stake by 9.1% in Q2 2017, buying an estimated $126K and bringing the position to 26,502 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #86.

WFG Advisors first reported a position in CHK.PRD in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.47M in Q1 2017. 26 funds tracked by Wall St. Rank hold CHK.PRD as of Q2 2017.

  • WFG Advisors held 26,502 shares of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock worth $1.42M as of Q2 2017.
  • WFG Advisors bought 2,212 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q2 2017, an estimated $126K.
  • Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock made up 0.32% of WFG Advisors's portfolio in Q2 2017, its #86 holding.
  • WFG Advisors first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $1.47M in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.