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Diversified Trust’s Methanex MEOH Stock Holding History

Diversified Trust’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
Q4 		$932K Sell
15,725
-42,040
-73% -$2.43M 0.1% 213
2013
Q3 		$2.96M Buy
+57,765
New +$2.75M 0.31% 43

Other funds holding MEOH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Diversified Trust's MEOH Position: Q4 2013 in Review

Diversified Trust reduced its Methanex (MEOH) stake by 73% in Q4 2013, selling an estimated $2.43M and leaving 15,725 shares worth $932K. The position accounts for 0.1% of the portfolio, ranked #213.

Diversified Trust first reported a position in MEOH in Q3 2013 and has held it in 2 quarters since. The position peaked at $2.96M in Q3 2013. 222 funds tracked by Wall St. Rank hold MEOH as of Q4 2013.

  • Diversified Trust held 15,725 shares of Methanex worth $932K as of Q4 2013.
  • Diversified Trust sold 42,040 Methanex shares in Q4 2013, an estimated $2.43M.
  • Methanex made up 0.1% of Diversified Trust's portfolio in Q4 2013, its #213 holding.
  • Diversified Trust first reported a position in Methanex in Q3 2013 and has held it in 2 quarters since.
  • Diversified Trust's Methanex position peaked at $2.96M in Q3 2013.
  • 222 funds tracked by Wall St. Rank held Methanex as of Q4 2013.

Based on Diversified Trust's 13F filing for Q4 2013, filed 10 Feb 2014.