CWM
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Confluence Wealth Management’s Sasol SSL Stock Holding History

Confluence Wealth Management’s Portfolio SSL Stock Details SSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,500
Closed -$739K – 114
2014
Q2 		$739K Buy
+12,500
New +$710K 0.42% 59

Other funds holding SSL

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Confluence Wealth Management's SSL Position: Q3 2014 in Review

Confluence Wealth Management sold out of Sasol (SSL) in Q3 2014, closing a stake of 12,500 shares — an estimated $739K sold.

Confluence Wealth Management first reported a position in SSL in Q2 2014 and held it in 1 quarter. The position peaked at $739K in Q2 2014. 168 funds tracked by Wall St. Rank hold SSL as of Q3 2014.

  • Confluence Wealth Management reported no remaining Sasol position as of Q3 2014 after selling out during the quarter.
  • Confluence Wealth Management sold 12,500 Sasol shares in Q3 2014, an estimated $739K.
  • Confluence Wealth Management first reported a position in Sasol in Q2 2014 and held it in 1 quarter.
  • Confluence Wealth Management's Sasol position peaked at $739K in Q2 2014.
  • 168 funds tracked by Wall St. Rank held Sasol as of Q3 2014.

Based on Confluence Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.