Bartlett & Co Wealth Management’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,000	Closed	-$47.4K	–	818
2019 Q1	$47.4K	Hold	7,000	–	–	﹤0.01%	429
2018 Q4	$44.4K	Hold	7,000	–	–	﹤0.01%	426
2018 Q3	$54.3K	Hold	7,000	–	–	﹤0.01%	425
2018 Q2	$48K	Sell	7,000 -925	-12%	-$6.43K	﹤0.01%	432
2018 Q1	$56.8K	Buy	+7,925	New	+$58.5K	﹤0.01%	410

Other funds holding BSMX

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's BSMX Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2019, closing a stake of 7,000 shares — an estimated $47.4K sold.

Bartlett & Co Wealth Management first reported a position in BSMX in Q1 2018 and held it in 5 quarters. The position peaked at $56.8K in Q1 2018. 121 funds tracked by Wall St. Rank hold BSMX as of Q2 2019.

Bartlett & Co Wealth Management reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q2 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 7,000 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2019, an estimated $47.4K.
Bartlett & Co Wealth Management first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q1 2018 and held it in 5 quarters.
Bartlett & Co Wealth Management's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $56.8K in Q1 2018.
121 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.