CWSR
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Chessman Wealth Strategies RIA’s Mastercard MA Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15
Closed -$3K – 106
2018
Q3 		$3K Buy
+15
New +$3.13K ﹤0.01% 172

Other funds holding MA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of Mastercard (MA) in Q4 2018, closing a stake of 15 shares — an estimated $3K sold.

Chessman Wealth Strategies RIA first reported a position in MA in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 1,788 funds tracked by Wall St. Rank hold MA as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Mastercard position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 15 Mastercard shares in Q4 2018, an estimated $3K.
  • Chessman Wealth Strategies RIA first reported a position in Mastercard in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Mastercard position peaked at $3K in Q3 2018.
  • 1,788 funds tracked by Wall St. Rank held Mastercard as of Q4 2018.

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