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Baystate Wealth Management’s Methanex MEOH Stock Holding History

Baystate Wealth Management’s Portfolio MEOH Stock Details MEOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-850
Closed -$36K – 149
2013
Q2 		$36K Buy
+850
New +$35.9K 0.02% 119

Other funds holding MEOH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Baystate Wealth Management's MEOH Position: Q3 2013 in Review

Baystate Wealth Management sold out of Methanex (MEOH) in Q3 2013, closing a stake of 850 shares — an estimated $36K sold.

Baystate Wealth Management first reported a position in MEOH in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 179 funds tracked by Wall St. Rank hold MEOH as of Q3 2013.

  • Baystate Wealth Management reported no remaining Methanex position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 850 Methanex shares in Q3 2013, an estimated $36K.
  • Baystate Wealth Management first reported a position in Methanex in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Methanex position peaked at $36K in Q2 2013.
  • 179 funds tracked by Wall St. Rank held Methanex as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.