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Chessman Wealth Strategies RIA’s STAG Industrial STAG Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-969
Closed -$27K – 154
2018
Q3 		$27K Buy
+969
New +$27K 0.02% 80

Other funds holding STAG

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of STAG Industrial (STAG) in Q4 2018, closing a stake of 969 shares — an estimated $27K sold.

Chessman Wealth Strategies RIA first reported a position in STAG in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 265 funds tracked by Wall St. Rank hold STAG as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining STAG Industrial position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 969 STAG Industrial shares in Q4 2018, an estimated $27K.
  • Chessman Wealth Strategies RIA first reported a position in STAG Industrial in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's STAG Industrial position peaked at $27K in Q3 2018.
  • 265 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2018.

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