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

WealthPLAN 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
2016
Q3 		$5.83K Sell
213
-221
-51% -$5.63K ﹤0.01% 689
2016
Q2 		$5.36K Buy
+434
New +$9.53K ﹤0.01% 1964
2015
Q4 		$7.89K Buy
+1,276
New +$21.9K ﹤0.01% 1219
2015
Q2 		$238K Sell
15,241
-4,230
-22% -$80.9K 0.1% 87
2015
Q1 		$347K Buy
+19,471
New +$445K 0.16% 88

Other funds holding SQM

SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthPLAN Partners's SQM Position: Q3 2016 in Review

WealthPLAN Partners reduced its Sociedad Química y Minera de Chile (SQM) stake by 51% in Q3 2016, selling an estimated $5.63K and leaving 213 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

WealthPLAN Partners first reported a position in SQM in Q1 2015 and has held it in 5 quarters since. The position peaked at $347K in Q1 2015. 143 funds tracked by Wall St. Rank hold SQM as of Q3 2016.

  • WealthPLAN Partners held 213 shares of Sociedad Química y Minera de Chile worth $5.83K as of Q3 2016.
  • WealthPLAN Partners sold 221 Sociedad Química y Minera de Chile shares in Q3 2016, an estimated $5.63K.
  • Sociedad Química y Minera de Chile made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #689 holding.
  • WealthPLAN Partners first reported a position in Sociedad Química y Minera de Chile in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's Sociedad Química y Minera de Chile position peaked at $347K in Q1 2015.
  • 143 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.