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

WealthSource 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
2018 Q2	–	Sell	-4,250	Closed	-$209K	–	321
2018 Q1	$209K	Sell	4,250 -9,455	-69%	-$511K	0.06%	263
2017 Q4	$814K	Sell	13,705 -195	-1%	-$11.2K	0.25%	93
2017 Q3	$774K	Buy	13,900 +1,785	+15%	+$80.2K	0.26%	95
2017 Q2	$400K	Sell	12,115 -1,260	-9%	-$44.3K	0.14%	155
2017 Q1	$460K	Buy	+13,375	New	+$435K	0.17%	133

Other funds holding SQM

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

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TPCM

Tide Point Capital Management Old Greenwich, Connecticut $851M AUM 25.25% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthSource Partners's SQM Position: Q2 2018 in Review

WealthSource Partners sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2018, closing a stake of 4,250 shares — an estimated $209K sold.

WealthSource Partners first reported a position in SQM in Q1 2017 and held it in 5 quarters. The position peaked at $814K in Q4 2017. 225 funds tracked by Wall St. Rank hold SQM as of Q2 2018.

WealthSource Partners reported no remaining Sociedad Química y Minera de Chile position as of Q2 2018 after selling out during the quarter.
WealthSource Partners sold 4,250 Sociedad Química y Minera de Chile shares in Q2 2018, an estimated $209K.
WealthSource Partners first reported a position in Sociedad Química y Minera de Chile in Q1 2017 and held it in 5 quarters.
WealthSource Partners's Sociedad Química y Minera de Chile position peaked at $814K in Q4 2017.
225 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2018.

Based on WealthSource Partners's 13F filing for Q2 2018, filed 14 Aug 2018.