WESPAC Advisors SoCal’s Sociedad Química y Minera de Chile SQM Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-150	Closed	-$5K	–	267
2019 Q1	$5K	Sell	150 -150	-50%	-$6.13K	﹤0.01%	290
2018 Q4	$11K	Hold	300	–	–	0.01%	232
2018 Q3	$13K	Buy	+300	New	+$13.8K	0.01%	221

Other funds holding SQM

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors SoCal's SQM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2019, closing a stake of 150 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in SQM in Q3 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 182 funds tracked by Wall St. Rank hold SQM as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Sociedad Química y Minera de Chile position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 150 Sociedad Química y Minera de Chile shares in Q2 2019, an estimated $5K.
WESPAC Advisors SoCal first reported a position in Sociedad Química y Minera de Chile in Q3 2018 and held it in 3 quarters.
WESPAC Advisors SoCal's Sociedad Química y Minera de Chile position peaked at $13K in Q3 2018.
182 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.