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Avalon Investment & Advisory’s Cemex CX Stock Holding History

Avalon Investment & Advisory’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-90,908
Closed -$682K – 355
2017
Q4 		$682K Buy
90,908
+6,304
+7% +$49.8K 0.02% 290
2017
Q3 		$768K Buy
84,604
+48,664
+135% +$462K 0.02% 283
2017
Q2 		$339K Buy
35,940
+1,827
+5% +$16.1K 0.01% 358
2017
Q1 		$298K Sell
34,113
-88
-0.3% -$740 0.01% 333
2016
Q4 		$264K Buy
+34,201
New +$272K 0.01% 313

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Avalon Investment & Advisory's CX Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of Cemex (CX) in Q1 2018, closing a stake of 90,908 shares — an estimated $682K sold.

Avalon Investment & Advisory first reported a position in CX in Q4 2016 and held it in 5 quarters. The position peaked at $768K in Q3 2017. 286 funds tracked by Wall St. Rank hold CX as of Q1 2018.

  • Avalon Investment & Advisory reported no remaining Cemex position as of Q1 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 90,908 Cemex shares in Q1 2018, an estimated $682K.
  • Avalon Investment & Advisory first reported a position in Cemex in Q4 2016 and held it in 5 quarters.
  • Avalon Investment & Advisory's Cemex position peaked at $768K in Q3 2017.
  • 286 funds tracked by Wall St. Rank held Cemex as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.