American Trust Investment Advisors’s Cemex CX Stock Holding History

American Trust Investment Advisors’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-104,879	Closed	-$988K	–	77
2017 Q2	$988K	Sell	104,879 -1	-0%	-$9	0.86%	37
2017 Q1	$915K	Buy	104,880 +5,190	+5%	+$43.6K	0.83%	38
2016 Q4	$770K	Buy	99,690 +9,528	+11%	+$75.7K	0.75%	40
2016 Q3	$688K	Hold	90,162	–	–	0.69%	41
2016 Q2	$535K	Hold	90,162	–	–	0.55%	45
2016 Q1	$607K	Buy	90,162 +43,275	+92%	+$213K	0.63%	41
2015 Q4	$241K	Hold	46,887	–	–	0.27%	57
2015 Q3	$303K	Hold	46,887	–	–	0.35%	49
2015 Q2	$397K	Buy	+46,887	New	+$418K	0.4%	50

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Trust Investment Advisors's CX Position: Q3 2017 in Review

American Trust Investment Advisors sold out of Cemex (CX) in Q3 2017, closing a stake of 104,879 shares — an estimated $988K sold.

American Trust Investment Advisors first reported a position in CX in Q2 2015 and held it in 9 quarters. The position peaked at $988K in Q2 2017. 283 funds tracked by Wall St. Rank hold CX as of Q3 2017.

American Trust Investment Advisors reported no remaining Cemex position as of Q3 2017 after selling out during the quarter.
American Trust Investment Advisors sold 104,879 Cemex shares in Q3 2017, an estimated $988K.
American Trust Investment Advisors first reported a position in Cemex in Q2 2015 and held it in 9 quarters.
American Trust Investment Advisors's Cemex position peaked at $988K in Q2 2017.
283 funds tracked by Wall St. Rank held Cemex as of Q3 2017.

Based on American Trust Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.