Winslow Evans & Crocker’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-63	Closed	-$3.36K	–	1285
2017 Q2	$3.36K	Buy	63 +1	+2%	+$57	﹤0.01%	1119
2017 Q1	$3.7K	Buy	62 +4	+7%	+$237	﹤0.01%	1075
2016 Q4	$2.6K	Hold	58	–	–	﹤0.01%	1120
2016 Q3	$2.5K	Hold	58	–	–	﹤0.01%	1162
2016 Q2	$1.3K	Buy	58 +2	+4%	+$48	﹤0.01%	1202
2016 Q1	$1K	Sell	56 -2	-3%	-$32	﹤0.01%	1208
2015 Q4	$964	Buy	58 +4	+7%	+$168	﹤0.01%	1289
2015 Q3	$3.09K	Buy	54 +2	+4%	+$129	﹤0.01%	1113
2015 Q2	$3.85K	Hold	52	–	–	﹤0.01%	1127
2015 Q1	$4.49K	Hold	52	–	–	﹤0.01%	1055
2014 Q4	$4.6K	Buy	52 +2	+4%	+$184	﹤0.01%	1064
2014 Q3	$4.8K	Hold	50	–	–	﹤0.01%	1108
2014 Q2	$4.88K	Hold	50	–	–	﹤0.01%	1034
2014 Q1	$4.58K	Hold	50	–	–	﹤0.01%	1038
2013 Q4	$5K	Buy	+50	New	+$4.53K	﹤0.01%	1150

Other funds holding CHK.PRD

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's CHK.PRD Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock (CHK.PRD) in Q3 2017, closing a stake of 63 shares — an estimated $3.36K sold.

Winslow Evans & Crocker first reported a position in CHK.PRD in Q4 2013 and held it in 15 quarters. The position peaked at $5K in Q4 2013. 28 funds tracked by Wall St. Rank hold CHK.PRD as of Q3 2017.

Winslow Evans & Crocker reported no remaining Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 63 Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock shares in Q3 2017, an estimated $3.36K.
Winslow Evans & Crocker first reported a position in Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock position peaked at $5K in Q4 2013.
28 funds tracked by Wall St. Rank held Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.