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Advisor Group’s Fomento Económico Mexicano FMX Stock Holding History

Advisor Group’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$212K Sell
2,246
-68
-3% -$6.25K ﹤0.01% 2351
2019
Q3 		$211K Buy
2,314
+107
+5% +$9.87K ﹤0.01% 2285
2019
Q2 		$213K Buy
2,207
+490
+29% +$47.4K ﹤0.01% 2262
2019
Q1 		$158K Sell
1,717
-26
-1% -$2.37K ﹤0.01% 2474
2018
Q4 		$150K Buy
1,743
+1,218
+232% +$108K ﹤0.01% 2310
2018
Q3 		$52K Buy
525
+125
+31% +$12K ﹤0.01% 3255
2018
Q2 		$35K Sell
400
-91
-19% -$8.04K ﹤0.01% 3369
2018
Q1 		$45K Sell
491
-120
-20% -$11.2K ﹤0.01% 3140
2017
Q4 		$57K Sell
611
-156
-20% -$14.2K ﹤0.01% 2981
2017
Q3 		$74K Buy
767
+245
+47% +$24.4K ﹤0.01% 2650
2017
Q2 		$51K Hold
522
– – ﹤0.01% 2839
2017
Q1 		$46K Sell
522
-124
-19% -$10.1K ﹤0.01% 2778
2016
Q4 		$50K Sell
646
-28
-4% -$2.4K ﹤0.01% 2614
2016
Q3 		$62K Buy
674
+313
+87% +$28.8K ﹤0.01% 2349
2016
Q2 		$33K Buy
+361
New +$33K ﹤0.01% 2710

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Advisor Group's FMX Position: Q4 2019 in Review

Advisor Group reduced its Fomento Económico Mexicano (FMX) stake by 2.9% in Q4 2019, selling an estimated $6.25K and leaving 2,246 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Advisor Group first reported a position in FMX in Q2 2016 and has held it in 15 quarters since. The position peaked at $213K in Q2 2019. 267 funds tracked by Wall St. Rank hold FMX as of Q4 2019.

  • Advisor Group held 2,246 shares of Fomento Económico Mexicano worth $212K as of Q4 2019.
  • Advisor Group sold 68 Fomento Económico Mexicano shares in Q4 2019, an estimated $6.25K.
  • Fomento Económico Mexicano made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2351 holding.
  • Advisor Group first reported a position in Fomento Económico Mexicano in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Fomento Económico Mexicano position peaked at $213K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.