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Chessman Wealth Strategies RIA’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-745
Closed -$14K – 129
2018
Q3 		$14K Buy
+745
New +$14.6K 0.01% 112

Other funds holding PFXF

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2018, closing a stake of 745 shares — an estimated $14K sold.

Chessman Wealth Strategies RIA first reported a position in PFXF in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 73 funds tracked by Wall St. Rank hold PFXF as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 745 VanEck Preferred Securities ex Financials ETF shares in Q4 2018, an estimated $14K.
  • Chessman Wealth Strategies RIA first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's VanEck Preferred Securities ex Financials ETF position peaked at $14K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2018.

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