CW
Chessman Wealth Strategies RIA Historical SEC 13F Holdings & Archive (Q4 2019)
Chessman Wealth Strategies RIACIK: 0001591278
High-turnover traderConcentrated strategy
Total reported value
$211.0K
Reporting period: 2019-12-31 · Number of holdings: 1
Chessman Wealth Strategies RIA disclosed 1 holdings in its latest 13F filing for the period ending 2019-12-31, with total reported value of $211.0K and a quarterly turnover rate of 100.0%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "C"
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SPIB
-58.5% -$297.0K
Sold out OGE
Sold out GOVI
Sold out ELD
Sold out SPYG
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 100.00% | +86.15% | -58.53% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Chessman Wealth Strategies RIA's most significant position changes for 2019-12-31: Sold out: Oge Energy CORP (OGE); Sold out: Invesco Equal Weight 0-30 Yr (GOVI); Sold out: Wisdomtree Emrg Mkts Debt (ELD); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); Trim: Ss Spdr P Int C CORP ETF (SPIB) — shares -58.53%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +86.2% | -58.53% | Trim |
| 2 | OGE | Oge Energy CORP | — | EXIT | Sold out |
| 3 | GOVI | Invesco Equal Weight 0-30 Yr | — | EXIT | Sold out |
| 4 | ELD | Wisdomtree Emrg Mkts Debt | — | EXIT | Sold out |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Chessman Wealth Strategies RIA and what type of investor is it?
Chessman Wealth Strategies RIA is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-12-31), the firm manages a tracked equity portfolio valued at approximately $211.0K, spread across 1 disclosed positions.
What are Chessman Wealth Strategies RIA's largest equity positions?
Based on the latest 13F filing, Chessman Wealth Strategies RIA's top holdings by market value are:
1. Ss Spdr P Int C CORP ETF (SPIB) — $211.0K (100.0%)
What changes did Chessman Wealth Strategies RIA make in its most recent portfolio filing?
In the latest quarter, Chessman Wealth Strategies RIA took a more defensive posture — trimming 1 positions and completely exiting 4 holdings. The largest of these moves: Sold out: Oge Energy CORP (OGE); Sold out: Invesco Equal Weight 0-30 Yr (GOVI); Sold out: Wisdomtree Emrg Mkts Debt (ELD); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); Trim: Ss Spdr P Int C CORP ETF (SPIB) — shares -58.53%
What sectors does Chessman Wealth Strategies RIA focus on?
Sector breakdown data is not yet available for Chessman Wealth Strategies RIA. Check back after the next 13F processing cycle.
Investment Profile
Chessman Wealth Strategies RIA's portfolio is concentrated and fast-trading.
Its concentration score has risen from 38 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has trimmed its SPIB position for two straight quarters, cutting it by $1.5M while still holding $211.0K.
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Developer Access
Access Chessman Wealth Strategies RIA's institutional profile programmatically:
REST API
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