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WFG Advisors’s Chord Energy CHRD Stock Holding History

WFG Advisors’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
2017
Q2 		$17K Hold
2,101
– – ﹤0.01% 985
2017
Q1 		$30K Sell
2,101
-1,900
-47% -$26.7K 0.01% 794
2016
Q4 		$61K Sell
4,001
-500
-11% -$6.47K 0.01% 673
2016
Q3 		$52K Hold
4,501
– – 0.01% 695
2016
Q2 		$42K Hold
4,501
– – 0.01% 725
2016
Q1 		$33K Buy
4,501
+1
+0% +$6 0.01% 771
2015
Q4 		$33K Hold
4,500
– – 0.01% 766
2015
Q3 		$39K Hold
4,500
– – 0.01% 715
2015
Q2 		$71K Hold
4,500
– – 0.02% 626
2015
Q1 		$64K Buy
4,500
+1,600
+55% +$23.5K 0.02% 665
2014
Q4 		$48K Buy
2,900
+1,300
+81% +$32.2K 0.01% 895
2014
Q3 		$67K Buy
+1,600
New +$79.6K 0.01% 810

Other funds holding CHRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCP
Caymus Capital Partners The Woodlands, Texas $14.7M AUM 51.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

WFG Advisors's CHRD Position: Q2 2017 in Review

WFG Advisors held its Chord Energy (CHRD) position steady in Q2 2017 at 2,101 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

WFG Advisors first reported a position in CHRD in Q3 2014 and has held it in 12 quarters since. The position peaked at $71K in Q2 2015. 240 funds tracked by Wall St. Rank hold CHRD as of Q2 2017.

  • WFG Advisors held 2,101 shares of Chord Energy worth $17K as of Q2 2017.
  • WFG Advisors left its Chord Energy share count unchanged in Q2 2017.
  • Chord Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #985 holding.
  • WFG Advisors first reported a position in Chord Energy in Q3 2014 and has held it in 12 quarters since.
  • WFG Advisors's Chord Energy position peaked at $71K in Q2 2015.
  • 240 funds tracked by Wall St. Rank held Chord Energy as of Q2 2017.

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