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United Capital Financial Advisors’s Methanex MEOH Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-20,407
Closed -$1.26M – 1111
2014
Q2 		$1.26M Buy
20,407
+3,126
+18% +$192K 0.02% 513
2014
Q1 		$1.1M Buy
+17,281
New +$1.09M 0.02% 465

Other funds holding MEOH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's MEOH Position: Q3 2014 in Review

United Capital Financial Advisors sold out of Methanex (MEOH) in Q3 2014, closing a stake of 20,407 shares — an estimated $1.26M sold.

United Capital Financial Advisors first reported a position in MEOH in Q1 2014 and held it in 2 quarters. The position peaked at $1.26M in Q2 2014. 236 funds tracked by Wall St. Rank hold MEOH as of Q3 2014.

  • United Capital Financial Advisors reported no remaining Methanex position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,407 Methanex shares in Q3 2014, an estimated $1.26M.
  • United Capital Financial Advisors first reported a position in Methanex in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Methanex position peaked at $1.26M in Q2 2014.
  • 236 funds tracked by Wall St. Rank held Methanex as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.