Mosaic Family Wealth’s Sociedad Química y Minera de Chile SQM Stock Holding History

Mosaic Family Wealth’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
2018 Q3	–	Sell	-1,027	Closed	-$49K	–	677
2018 Q2	$49K	Buy	1,027 +7	+0.7%	+$367	0.02%	313
2018 Q1	$50K	Hold	1,020	–	–	0.02%	311
2017 Q4	$61K	Buy	1,020 +3	+0.3%	+$172	0.02%	298
2017 Q3	$57K	Buy	1,017 +2	+0.2%	+$90	0.02%	323
2017 Q2	$34K	Buy	1,015 +6	+0.6%	+$211	0.01%	372
2017 Q1	$35K	Buy	1,009 +9	+0.9%	+$293	0.02%	368
2016 Q4	$29K	Hold	1,000	–	–	0.01%	393
2016 Q3	$27K	Buy	+1,000	New	+$25.5K	0.01%	407

Other funds holding SQM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mosaic Family Wealth's SQM Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Sociedad Química y Minera de Chile (SQM) in Q3 2018, closing a stake of 1,027 shares — an estimated $49K sold.

Mosaic Family Wealth first reported a position in SQM in Q3 2016 and held it in 8 quarters. The position peaked at $61K in Q4 2017. 194 funds tracked by Wall St. Rank hold SQM as of Q3 2018.

Mosaic Family Wealth reported no remaining Sociedad Química y Minera de Chile position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 1,027 Sociedad Química y Minera de Chile shares in Q3 2018, an estimated $49K.
Mosaic Family Wealth first reported a position in Sociedad Química y Minera de Chile in Q3 2016 and held it in 8 quarters.
Mosaic Family Wealth's Sociedad Química y Minera de Chile position peaked at $61K in Q4 2017.
194 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.