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Archford Capital Strategies’s America Movil AMX Stock Holding History

Archford Capital Strategies’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
Q4 		– Sell
-908
Closed -$23K – 727
2014
Q3 		$23K Sell
908
-42
-4% -$1.01K 0.02% 281
2014
Q2 		$19.7K Sell
950
-24,766
-96% -$496K 0.02% 313
2014
Q1 		$511K Buy
+25,716
New +$533K 0.43% 76

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's AMX Position: Q4 2014 in Review

Archford Capital Strategies sold out of America Movil (AMX) in Q4 2014, closing a stake of 908 shares — an estimated $23K sold.

Archford Capital Strategies first reported a position in AMX in Q1 2014 and held it in 3 quarters. The position peaked at $511K in Q1 2014. 336 funds tracked by Wall St. Rank hold AMX as of Q4 2014.

  • Archford Capital Strategies reported no remaining America Movil position as of Q4 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 908 America Movil shares in Q4 2014, an estimated $23K.
  • Archford Capital Strategies first reported a position in America Movil in Q1 2014 and held it in 3 quarters.
  • Archford Capital Strategies's America Movil position peaked at $511K in Q1 2014.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q4 2014.

Based on Archford Capital Strategies's 13F filing for Q4 2014, filed 3 Feb 2015.