Boston Private Bank & Trust’s Fomento Económico Mexicano FMX Stock Holding History

Boston Private Bank & Trust’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	$120K	Sell	1,282 -33	-3%	-$2.94K	0.01%	457
2014 Q4	$116K	Hold	1,315	–	–	0.01%	461
2014 Q3	$121K	Sell	1,315 -250	-16%	-$23.9K	0.01%	452
2014 Q2	$147K	Hold	1,565	–	–	0.01%	435
2014 Q1	$146K	Sell	1,565 -33	-2%	-$2.95K	0.01%	436
2013 Q4	$156K	Sell	1,598 -250	-14%	-$23.5K	0.01%	424
2013 Q3	$179K	Sell	1,848 -2	-0.1%	-$201	0.01%	393
2013 Q2	$191K	Buy	+1,850	New	+$206K	0.01%	372

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Private Bank & Trust's FMX Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Fomento Económico Mexicano (FMX) stake by 2.5% in Q1 2015, selling an estimated $2.94K and leaving 1,282 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #457.

Boston Private Bank & Trust first reported a position in FMX in Q2 2013 and has held it in 8 quarters since. The position peaked at $191K in Q2 2013. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2015.

Boston Private Bank & Trust held 1,282 shares of Fomento Económico Mexicano worth $120K as of Q1 2015.
Boston Private Bank & Trust sold 33 Fomento Económico Mexicano shares in Q1 2015, an estimated $2.94K.
Fomento Económico Mexicano made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #457 holding.
Boston Private Bank & Trust first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Fomento Económico Mexicano position peaked at $191K in Q2 2013.
220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.