CWSR
SEP

Chessman Wealth Strategies RIA’s Spectra Engy Parters Lp SEP Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-506
Closed -$18K – 201
2018
Q3 		$18K Buy
+506
New +$18.7K 0.02% 105

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 506 shares — an estimated $18K sold.

Chessman Wealth Strategies RIA first reported a position in SEP in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 506 Spectra Engy Parters Lp shares in Q4 2018, an estimated $18K.
  • Chessman Wealth Strategies RIA first reported a position in Spectra Engy Parters Lp in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Spectra Engy Parters Lp position peaked at $18K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

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