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Alera Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-130
Closed -$12K – 410
2019
Q1 		$12K Buy
130
+67
+106% +$6.11K 0.01% 418
2018
Q4 		$5K Buy
+63
New +$5.6K ﹤0.01% 591

Other funds holding FMX

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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 $1.81T AUM 41.13% 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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alera Investment Advisors's FMX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Fomento Económico Mexicano (FMX) in Q2 2019, closing a stake of 130 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in FMX in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Fomento Económico Mexicano position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 130 Fomento Económico Mexicano shares in Q2 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in Fomento Económico Mexicano in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Fomento Económico Mexicano position peaked at $12K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.