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Aris Wealth Services’s America Movil AMX Stock Holding History

Aris Wealth Services’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
-11,000
Closed -$277K – 111
2014
Q3 		$277K Hold
11,000
– – 0.34% 86
2014
Q2 		$228K Buy
+11,000
New +$220K 0.3% 92

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

Aris Wealth Services's AMX Position: Q4 2014 in Review

Aris Wealth Services sold out of America Movil (AMX) in Q4 2014, closing a stake of 11,000 shares — an estimated $277K sold.

Aris Wealth Services first reported a position in AMX in Q2 2014 and held it in 2 quarters. The position peaked at $277K in Q3 2014. 336 funds tracked by Wall St. Rank hold AMX as of Q4 2014.

  • Aris Wealth Services reported no remaining America Movil position as of Q4 2014 after selling out during the quarter.
  • Aris Wealth Services sold 11,000 America Movil shares in Q4 2014, an estimated $277K.
  • Aris Wealth Services first reported a position in America Movil in Q2 2014 and held it in 2 quarters.
  • Aris Wealth Services's America Movil position peaked at $277K in Q3 2014.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q4 2014.

Based on Aris Wealth Services's 13F filing for Q4 2014, filed 15 Jan 2015.