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Ashfield Capital Partners’s Fomento Económico Mexicano FMX Stock Holding History

Ashfield Capital Partners’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,473
Closed -$306K – 266
2014
Q4 		$306K Sell
3,473
-758
-18% -$69.4K 0.01% 241
2014
Q3 		$389K Buy
4,231
+875
+26% +$83.5K 0.02% 228
2014
Q2 		$314K Buy
3,356
+832
+33% +$78.9K 0.01% 233
2014
Q1 		$235K Buy
2,524
+37
+1% +$3.31K 0.01% 244
2013
Q4 		$243K Sell
2,487
-1,011
-29% -$95.1K 0.01% 237
2013
Q3 		$340K Buy
3,498
+378
+12% +$38K 0.02% 209
2013
Q2 		$322K Buy
+3,120
New +$347K 0.02% 197

Other funds holding FMX

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ashfield Capital Partners's FMX Position: Q1 2015 in Review

Ashfield Capital Partners sold out of Fomento Económico Mexicano (FMX) in Q1 2015, closing a stake of 3,473 shares — an estimated $306K sold.

Ashfield Capital Partners first reported a position in FMX in Q2 2013 and held it in 7 quarters. The position peaked at $389K in Q3 2014. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2015.

  • Ashfield Capital Partners reported no remaining Fomento Económico Mexicano position as of Q1 2015 after selling out during the quarter.
  • Ashfield Capital Partners sold 3,473 Fomento Económico Mexicano shares in Q1 2015, an estimated $306K.
  • Ashfield Capital Partners first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 7 quarters.
  • Ashfield Capital Partners's Fomento Económico Mexicano position peaked at $389K in Q3 2014.
  • 220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2015.

Based on Ashfield Capital Partners's 13F filing for Q1 2015, filed 7 May 2015.