Mascoma Wealth Management’s Sociedad Química y Minera de Chile SQM Stock Holding History

Mascoma Wealth Management’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
2019 Q1	–	Sell	-300	Closed	-$11K	–	417
2018 Q4	$11K	Hold	300	–	–	0.01%	251
2018 Q3	$14K	Hold	300	–	–	0.01%	269
2018 Q2	$14K	Hold	300	–	–	0.01%	256
2018 Q1	$15K	Hold	300	–	–	0.01%	247
2017 Q4	$16K	Buy	300 +150	+100%	+$8.6K	0.01%	232
2017 Q3	$8K	Buy	+150	New	+$6.74K	0.01%	293

Other funds holding SQM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mascoma Wealth Management's SQM Position: Q1 2019 in Review

Mascoma Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2019, closing a stake of 300 shares — an estimated $11K sold.

Mascoma Wealth Management first reported a position in SQM in Q3 2017 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 188 funds tracked by Wall St. Rank hold SQM as of Q1 2019.

Mascoma Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q1 2019 after selling out during the quarter.
Mascoma Wealth Management sold 300 Sociedad Química y Minera de Chile shares in Q1 2019, an estimated $11K.
Mascoma Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q3 2017 and held it in 6 quarters.
Mascoma Wealth Management's Sociedad Química y Minera de Chile position peaked at $16K in Q4 2017.
188 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2019.

Based on Mascoma Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.