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

WFG Advisors’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
2014
Q4 		– Sell
-205
Closed -$5K – 2232
2014
Q3 		$5K Hold
205
– – ﹤0.01% 1675
2014
Q2 		$6K Sell
205
-1,883
-90% -$56K ﹤0.01% 1622
2014
Q1 		$65K Buy
2,088
+1,883
+919% +$51.6K 0.01% 796
2013
Q4 		$5K Hold
205
– – ﹤0.01% 1760
2013
Q3 		$6K Hold
205
– – ﹤0.01% 1685
2013
Q2 		$8K Buy
+205
New +$9.49K ﹤0.01% 1541

Other funds holding SQM

SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

WFG Advisors's SQM Position: Q4 2014 in Review

WFG Advisors sold out of Sociedad Química y Minera de Chile (SQM) in Q4 2014, closing a stake of 205 shares — an estimated $5K sold.

WFG Advisors first reported a position in SQM in Q2 2013 and held it in 6 quarters. The position peaked at $65K in Q1 2014. 143 funds tracked by Wall St. Rank hold SQM as of Q4 2014.

  • WFG Advisors reported no remaining Sociedad Química y Minera de Chile position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 205 Sociedad Química y Minera de Chile shares in Q4 2014, an estimated $5K.
  • WFG Advisors first reported a position in Sociedad Química y Minera de Chile in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Sociedad Química y Minera de Chile position peaked at $65K in Q1 2014.
  • 143 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.