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Obermeyer Wealth Partners’s Sociedad Química y Minera de Chile SQM Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-781
Closed -$31K – 249
2013
Q2 		$31K Buy
+781
New +$36.2K 0.01% 158

Other funds holding SQM

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Obermeyer Wealth Partners's SQM Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Sociedad Química y Minera de Chile (SQM) in Q3 2013, closing a stake of 781 shares — an estimated $31K sold.

Obermeyer Wealth Partners first reported a position in SQM in Q2 2013 and held it in 1 quarter. The position peaked at $31K in Q2 2013. 149 funds tracked by Wall St. Rank hold SQM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Sociedad Química y Minera de Chile position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 781 Sociedad Química y Minera de Chile shares in Q3 2013, an estimated $31K.
  • Obermeyer Wealth Partners first reported a position in Sociedad Química y Minera de Chile in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Sociedad Química y Minera de Chile position peaked at $31K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.