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Chessman Wealth Strategies RIA’s Vulcan Materials VMC Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40
Closed -$4K – 169
2018
Q3 		$4K Buy
+40
New +$4.64K ﹤0.01% 165

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

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

Chessman Wealth Strategies RIA sold out of Vulcan Materials (VMC) in Q4 2018, closing a stake of 40 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in VMC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 549 funds tracked by Wall St. Rank hold VMC as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Vulcan Materials position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 40 Vulcan Materials shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in Vulcan Materials in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Vulcan Materials position peaked at $4K in Q3 2018.
  • 549 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2018.

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