Chevy Chase Trust
SOIL

Chevy Chase Trust’s Global X Fertilizers/Potash ETF SOIL Stock Holding History

Chevy Chase Trust’s Portfolio SOIL Stock Details SOIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,000
Closed -$194K – 668
2013
Q4 		$194K Sell
17,000
-1,000
-6% -$11.6K ﹤0.01% 635
2013
Q3 		$208K Sell
18,000
-3,000
-14% -$34.6K ﹤0.01% 635
2013
Q2 		$256K Buy
+21,000
New +$274K ﹤0.01% 622

Other funds holding SOIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Chevy Chase Trust's SOIL Position: Q1 2014 in Review

Chevy Chase Trust sold out of Global X Fertilizers/Potash ETF (SOIL) in Q1 2014, closing a stake of 17,000 shares — an estimated $194K sold.

Chevy Chase Trust first reported a position in SOIL in Q2 2013 and held it in 3 quarters. The position peaked at $256K in Q2 2013. 10 funds tracked by Wall St. Rank hold SOIL as of Q1 2014.

  • Chevy Chase Trust reported no remaining Global X Fertilizers/Potash ETF position as of Q1 2014 after selling out during the quarter.
  • Chevy Chase Trust sold 17,000 Global X Fertilizers/Potash ETF shares in Q1 2014, an estimated $194K.
  • Chevy Chase Trust first reported a position in Global X Fertilizers/Potash ETF in Q2 2013 and held it in 3 quarters.
  • Chevy Chase Trust's Global X Fertilizers/Potash ETF position peaked at $256K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held Global X Fertilizers/Potash ETF as of Q1 2014.

Based on Chevy Chase Trust's 13F filing for Q1 2014, filed 15 Apr 2014.