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Avantax Planning Partners’s Sociedad Química y Minera de Chile SQM Stock Holding History

Avantax Planning Partners’s Portfolio SQM Stock Details SQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-95
Closed -$5K – 1300
2018
Q1 		$5K Buy
+95
New +$5.14K ﹤0.01% 1359

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William Blair Investment Management
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TPCM
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Macquarie Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's SQM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2018, closing a stake of 95 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in SQM in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 225 funds tracked by Wall St. Rank hold SQM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Sociedad Química y Minera de Chile position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 95 Sociedad Química y Minera de Chile shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Sociedad Química y Minera de Chile in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Sociedad Química y Minera de Chile position peaked at $5K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.