Chessman Wealth Strategies RIA’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-112,630	Closed	-$10.3M	–	22
2018 Q4	$10.3M	Sell	112,630 -5,458	-5%	-$499K	10.97%	2
2018 Q3	$10.8M	Buy	+118,088	New	+$10.8M	9.51%	4

Other funds holding BIL

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Chessman Wealth Strategies RIA's BIL Position: Q1 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2019, closing a stake of 112,630 shares — an estimated $10.3M sold.

Chessman Wealth Strategies RIA first reported a position in BIL in Q3 2018 and held it in 2 quarters. The position peaked at $10.8M in Q3 2018. 279 funds tracked by Wall St. Rank hold BIL as of Q1 2019.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 112,630 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2019, an estimated $10.3M.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 2 quarters.
Chessman Wealth Strategies RIA's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.8M in Q3 2018.
279 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2019, filed 9 Apr 2019.