BP’s Fomento Económico Mexicano FMX Stock Holding History

BP’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
2020 Q2	–	Sell	-21,662	Closed	-$1.31M	–	539
2020 Q1	$1.31M	Hold	21,662	–	–	0.06%	321
2019 Q4	$2.05M	Sell	21,662 -2,229	-9%	-$205K	0.07%	297
2019 Q3	$2.19M	Hold	23,891	–	–	0.08%	268
2019 Q2	$2.31M	Sell	23,891 -26,317	-52%	-$2.55M	0.09%	264
2019 Q1	$4.63M	Sell	50,208 -2,100	-4%	-$192K	0.18%	144
2018 Q4	$4.5M	Buy	52,308 +10,900	+26%	+$968K	0.19%	133
2018 Q3	$4.1M	Buy	41,408 +1,600	+4%	+$154K	0.13%	190
2018 Q2	$3.5M	Sell	39,808 -7,400	-16%	-$653K	0.11%	210
2018 Q1	$4.32M	Sell	47,208 -28,400	-38%	-$2.66M	0.16%	170
2017 Q4	$7.1M	Sell	75,608 -13,600	-15%	-$1.24M	0.25%	108
2017 Q3	$8.52M	Sell	89,208 -22,400	-20%	-$2.23M	0.3%	84
2017 Q2	$11M	Hold	111,608	–	–	0.4%	65
2017 Q1	$9.88M	Hold	111,608	–	–	0.37%	72
2016 Q4	$8.51M	Sell	111,608 -5,900	-5%	-$505K	0.32%	82
2016 Q3	$10.8M	Hold	117,508	–	–	0.42%	66
2016 Q2	$10.9M	Hold	117,508	–	–	0.43%	69
2016 Q1	$11.3M	Buy	117,508 +14,589	+14%	+$1.33M	0.46%	68
2015 Q4	$9.5M	Hold	102,919	–	–	0.39%	81
2015 Q3	$9.19M	Hold	102,919	–	–	0.41%	80
2015 Q2	$9.17M	Hold	102,919	–	–	0.34%	95
2015 Q1	$9.62M	Sell	102,919 -8,381	-8%	-$748K	0.31%	109
2014 Q4	$9.79M	Hold	111,300	–	–	0.25%	111
2014 Q3	$10.2M	Hold	111,300	–	–	0.3%	84
2014 Q2	$10.4M	Hold	111,300	–	–	0.33%	72
2014 Q1	$10.4M	Hold	111,300	–	–	0.35%	67
2013 Q4	$10.9M	Hold	111,300	–	–	0.4%	69
2013 Q3	$10.8M	Hold	111,300	–	–	0.64%	71
2013 Q2	$11.5M	Buy	+111,300	New	+$12.4M	0.7%	58

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

CGI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BP's FMX Position: Q2 2020 in Review

BP sold out of Fomento Económico Mexicano (FMX) in Q2 2020, closing a stake of 21,662 shares — an estimated $1.31M sold.

BP first reported a position in FMX in Q2 2013 and held it in 28 quarters. The position peaked at $11.5M in Q2 2013. 230 funds tracked by Wall St. Rank hold FMX as of Q2 2020.

BP reported no remaining Fomento Económico Mexicano position as of Q2 2020 after selling out during the quarter.
BP sold 21,662 Fomento Económico Mexicano shares in Q2 2020, an estimated $1.31M.
BP first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 28 quarters.
BP's Fomento Económico Mexicano position peaked at $11.5M in Q2 2013.
230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2020.

Based on BP's 13F filing for Q2 2020, filed 5 Aug 2020.