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Boston Family Office’s America Movil AMX Stock Holding History

Boston Family Office’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
-10,395
Closed -$262K – 260
2014
Q3 		$262K Hold
10,395
– – 0.03% 236
2014
Q2 		$216K Sell
10,395
-12,940
-55% -$259K 0.03% 253
2014
Q1 		$464K Sell
23,335
-68,720
-75% -$1.42M 0.06% 203
2013
Q4 		$2.15M Sell
92,055
-725
-0.8% -$15.8K 0.28% 96
2013
Q3 		$1.84M Hold
92,780
– – 0.26% 102
2013
Q2 		$2.02M Buy
+92,780
New +$1.9M 0.31% 93

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

Boston Family Office's AMX Position: Q4 2014 in Review

Boston Family Office sold out of America Movil (AMX) in Q4 2014, closing a stake of 10,395 shares — an estimated $262K sold.

Boston Family Office first reported a position in AMX in Q2 2013 and held it in 6 quarters. The position peaked at $2.15M in Q4 2013. 336 funds tracked by Wall St. Rank hold AMX as of Q4 2014.

  • Boston Family Office reported no remaining America Movil position as of Q4 2014 after selling out during the quarter.
  • Boston Family Office sold 10,395 America Movil shares in Q4 2014, an estimated $262K.
  • Boston Family Office first reported a position in America Movil in Q2 2013 and held it in 6 quarters.
  • Boston Family Office's America Movil position peaked at $2.15M in Q4 2013.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q4 2014.

Based on Boston Family Office's 13F filing for Q4 2014, filed 9 Feb 2015.