AWA
AMX icon

AmeriServ Wealth Advisors’s America Movil AMX Stock Holding History

AmeriServ Wealth Advisors’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
2014
Q2 		– Sell
-12,100
Closed -$241K – 119
2014
Q1 		$241K Sell
12,100
-4,508
-27% -$93.4K 0.24% 107
2013
Q4 		$388K Hold
16,608
– – 0.23% 115
2013
Q3 		$329K Hold
16,608
– – 0.21% 127
2013
Q2 		$361K Buy
+16,608
New +$340K 0.23% 120

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AmeriServ Wealth Advisors's AMX Position: Q2 2014 in Review

AmeriServ Wealth Advisors sold out of America Movil (AMX) in Q2 2014, closing a stake of 12,100 shares — an estimated $241K sold.

AmeriServ Wealth Advisors first reported a position in AMX in Q2 2013 and held it in 4 quarters. The position peaked at $388K in Q4 2013. 310 funds tracked by Wall St. Rank hold AMX as of Q2 2014.

  • AmeriServ Wealth Advisors reported no remaining America Movil position as of Q2 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 12,100 America Movil shares in Q2 2014, an estimated $241K.
  • AmeriServ Wealth Advisors first reported a position in America Movil in Q2 2013 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's America Movil position peaked at $388K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held America Movil as of Q2 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2014, filed 18 Aug 2014.