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Dougherty Wealth Advisers’s Methanex MEOH Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-201
Closed -$9K – 204
2019
Q2 		$9K Hold
201
– – 0.03% 209
2019
Q1 		$11K Hold
201
– – 0.04% 173
2018
Q4 		$11K Buy
+201
New +$12.5K 0.04% 180

Other funds holding MEOH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dougherty Wealth Advisers's MEOH Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Methanex (MEOH) in Q3 2019, closing a stake of 201 shares — an estimated $9K sold.

Dougherty Wealth Advisers first reported a position in MEOH in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 190 funds tracked by Wall St. Rank hold MEOH as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Methanex position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 201 Methanex shares in Q3 2019, an estimated $9K.
  • Dougherty Wealth Advisers first reported a position in Methanex in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Methanex position peaked at $11K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Methanex as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.