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Chessman Wealth Strategies RIA’s iShares Global Materials ETF MXI Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-310
Closed -$21K – 115
2018
Q3 		$21K Buy
+310
New +$20.8K 0.02% 98

Other funds holding MXI

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of iShares Global Materials ETF (MXI) in Q4 2018, closing a stake of 310 shares — an estimated $21K sold.

Chessman Wealth Strategies RIA first reported a position in MXI in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 58 funds tracked by Wall St. Rank hold MXI as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares Global Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 310 iShares Global Materials ETF shares in Q4 2018, an estimated $21K.
  • Chessman Wealth Strategies RIA first reported a position in iShares Global Materials ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares Global Materials ETF position peaked at $21K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2018.

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