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Holistic Financial Partners’s Methanex MEOH Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-142
Closed -$9K – 234
2018
Q1 		$9K Buy
142
+5
+4% +$293 0.01% 324
2017
Q4 		$8K Buy
+137
New +$7.21K 0.01% 348

Other funds holding MEOH

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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Holistic Financial Partners's MEOH Position: Q2 2018 in Review

Holistic Financial Partners sold out of Methanex (MEOH) in Q2 2018, closing a stake of 142 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in MEOH in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 213 funds tracked by Wall St. Rank hold MEOH as of Q2 2018.

  • Holistic Financial Partners reported no remaining Methanex position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 142 Methanex shares in Q2 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in Methanex in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Methanex position peaked at $9K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Methanex as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.