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Concert Wealth Management’s Sociedad Química y Minera de Chile SQM Stock Holding History

Concert Wealth Management’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
2015
Q2 		– Sell
-11,051
Closed -$180K – 717
2015
Q1 		$180K Sell
11,051
-872
-7% -$19.9K 0.05% 399
2014
Q4 		$278K Buy
+11,923
New +$279K 0.04% 478

Other funds holding SQM

SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concert Wealth Management's SQM Position: Q2 2015 in Review

Concert Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2015, closing a stake of 11,051 shares — an estimated $180K sold.

Concert Wealth Management first reported a position in SQM in Q4 2014 and held it in 2 quarters. The position peaked at $278K in Q4 2014. 128 funds tracked by Wall St. Rank hold SQM as of Q2 2015.

  • Concert Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 11,051 Sociedad Química y Minera de Chile shares in Q2 2015, an estimated $180K.
  • Concert Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q4 2014 and held it in 2 quarters.
  • Concert Wealth Management's Sociedad Química y Minera de Chile position peaked at $278K in Q4 2014.
  • 128 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.