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Mark Sheptoff Financial Planning’s Methanex MEOH Stock Holding History

Mark Sheptoff Financial Planning’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
2014
Q2 		– Sell
-1,039
Closed -$66K – 353
2014
Q1 		$66K Buy
+1,039
New +$65.6K 0.06% 163

Other funds holding MEOH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's MEOH Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of Methanex (MEOH) in Q2 2014, closing a stake of 1,039 shares — an estimated $66K sold.

Mark Sheptoff Financial Planning first reported a position in MEOH in Q1 2014 and held it in 1 quarter. The position peaked at $66K in Q1 2014. 224 funds tracked by Wall St. Rank hold MEOH as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining Methanex position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,039 Methanex shares in Q2 2014, an estimated $66K.
  • Mark Sheptoff Financial Planning first reported a position in Methanex in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Methanex position peaked at $66K in Q1 2014.
  • 224 funds tracked by Wall St. Rank held Methanex as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.