Apriem Advisors’s America Movil AMX Stock Holding History

Apriem 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
2016 Q4	–	Sell	-500	Closed	-$6K	–	706
2016 Q3	$6K	Sell	500 -200	-29%	-$2.39K	﹤0.01%	442
2016 Q2	$9K	Sell	700 -300	-30%	-$4.02K	﹤0.01%	422
2016 Q1	$16K	Hold	1,000	–	–	0.01%	326
2015 Q4	$14K	Hold	1,000	–	–	0.01%	337
2015 Q3	$17K	Sell	1,000 -250	-20%	-$4.69K	0.01%	311
2015 Q2	$27K	Buy	1,250 +250	+25%	+$5.27K	0.01%	276
2015 Q1	$20K	Hold	1,000	–	–	0.01%	315
2014 Q4	$22K	Hold	1,000	–	–	0.01%	282
2014 Q3	$25K	Sell	1,000 -130	-12%	-$3.13K	0.01%	275
2014 Q2	$23K	Buy	1,130 +130	+13%	+$2.6K	0.01%	264
2014 Q1	$20K	Hold	1,000	–	–	0.01%	299
2013 Q4	$23K	Hold	1,000	–	–	0.01%	275
2013 Q3	$20K	Sell	1,000 -300	-23%	-$6.17K	0.01%	282
2013 Q2	$28K	Buy	+1,300	New	+$26.6K	0.01%	244

Other funds holding AMX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apriem Advisors's AMX Position: Q4 2016 in Review

Apriem Advisors sold out of America Movil (AMX) in Q4 2016, closing a stake of 500 shares — an estimated $6K sold.

Apriem Advisors first reported a position in AMX in Q2 2013 and held it in 14 quarters. The position peaked at $28K in Q2 2013. 251 funds tracked by Wall St. Rank hold AMX as of Q4 2016.

Apriem Advisors reported no remaining America Movil position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 500 America Movil shares in Q4 2016, an estimated $6K.
Apriem Advisors first reported a position in America Movil in Q2 2013 and held it in 14 quarters.
Apriem Advisors's America Movil position peaked at $28K in Q2 2013.
251 funds tracked by Wall St. Rank held America Movil as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.