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Addison Capital’s America Movil AMX Stock Holding History

Addison Capital’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-85,600
Closed -$1.75M – 85
2015
Q1 		$1.75M Sell
85,600
-1,500
-2% -$32.1K 1.42% 32
2014
Q4 		$1.93M Sell
87,100
-7,106
-8% -$165K 1.63% 30
2014
Q3 		$2.37M Buy
94,206
+14,006
+17% +$337K 2.09% 18
2014
Q2 		$1.66M Buy
80,200
+30,200
+60% +$605K 1.44% 35
2014
Q1 		$994K Buy
50,000
+11,250
+29% +$233K 0.85% 50
2013
Q4 		$906K Buy
+38,750
New +$845K 0.83% 50

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Addison Capital's AMX Position: Q2 2015 in Review

Addison Capital sold out of America Movil (AMX) in Q2 2015, closing a stake of 85,600 shares — an estimated $1.75M sold.

Addison Capital first reported a position in AMX in Q4 2013 and held it in 6 quarters. The position peaked at $2.37M in Q3 2014. 311 funds tracked by Wall St. Rank hold AMX as of Q2 2015.

  • Addison Capital reported no remaining America Movil position as of Q2 2015 after selling out during the quarter.
  • Addison Capital sold 85,600 America Movil shares in Q2 2015, an estimated $1.75M.
  • Addison Capital first reported a position in America Movil in Q4 2013 and held it in 6 quarters.
  • Addison Capital's America Movil position peaked at $2.37M in Q3 2014.
  • 311 funds tracked by Wall St. Rank held America Movil as of Q2 2015.

Based on Addison Capital's 13F filing for Q2 2015, filed 28 Jul 2015.