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Chessman Wealth Strategies RIA’s HF Sinclair DINO Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$3K – 58
2018
Q3 		$3K Buy
+50
New +$3.53K ﹤0.01% 170

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chessman Wealth Strategies RIA's DINO Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of HF Sinclair (DINO) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Chessman Wealth Strategies RIA first reported a position in DINO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 546 funds tracked by Wall St. Rank hold DINO as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining HF Sinclair position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 50 HF Sinclair shares in Q4 2018, an estimated $3K.
  • Chessman Wealth Strategies RIA first reported a position in HF Sinclair in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's HF Sinclair position peaked at $3K in Q3 2018.
  • 546 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.