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Lenox Wealth Advisors’s Sociedad Química y Minera de Chile SQM Stock Holding History

Lenox Wealth Advisors’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
2014
Q1 		– Sell
-31
Closed -$1K – 314
2013
Q4 		$1K Hold
31
– – ﹤0.01% 361
2013
Q3 		$1K Buy
+31
New +$967 ﹤0.01% 249

Other funds holding SQM

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lenox Wealth Advisors's SQM Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2014, closing a stake of 31 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SQM in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 171 funds tracked by Wall St. Rank hold SQM as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Sociedad Química y Minera de Chile position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 31 Sociedad Química y Minera de Chile shares in Q1 2014, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Sociedad Química y Minera de Chile in Q3 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Sociedad Química y Minera de Chile position peaked at $1K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.