Brinker Capital’s Fomento Económico Mexicano FMX Stock Holding History

Brinker Capital’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	$927K	Buy	14,954 +2,843	+23%	+$181K	0.03%	517
2020 Q1	$733K	Buy	12,111 +3,894	+47%	+$329K	0.03%	520
2019 Q4	$777K	Buy	8,217 +323	+4%	+$29.7K	0.02%	591
2019 Q3	$723K	Buy	7,894 +505	+7%	+$46.6K	0.02%	591
2019 Q2	$715K	Buy	7,389 +244	+3%	+$23.6K	0.03%	592
2019 Q1	$659K	Sell	7,145 -165	-2%	-$15.1K	0.03%	594
2018 Q4	$629K	Sell	7,310 -1,348	-16%	-$120K	0.03%	533
2018 Q3	$857K	Sell	8,658 -190	-2%	-$18.3K	0.03%	538
2018 Q2	$777K	Buy	8,848 +355	+4%	+$31.3K	0.03%	564
2018 Q1	$777K	Sell	8,493 -432	-5%	-$40.5K	0.03%	551
2017 Q4	$838K	Sell	8,925 -1,417	-14%	-$129K	0.03%	505
2017 Q3	$988K	Sell	10,342 -207	-2%	-$20.6K	0.04%	417
2017 Q2	$1.04M	Sell	10,549 -165	-2%	-$15.4K	0.05%	362
2017 Q1	$948K	Buy	+10,714	New	+$873K	0.04%	386

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

Brinker Capital's FMX Position: Q2 2020 in Review

Brinker Capital increased its Fomento Económico Mexicano (FMX) stake by 23% in Q2 2020, buying an estimated $181K and bringing the position to 14,954 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #517.

Brinker Capital first reported a position in FMX in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2017. 230 funds tracked by Wall St. Rank hold FMX as of Q2 2020.

Brinker Capital held 14,954 shares of Fomento Económico Mexicano worth $927K as of Q2 2020.
Brinker Capital bought 2,843 Fomento Económico Mexicano shares in Q2 2020, an estimated $181K.
Fomento Económico Mexicano made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #517 holding.
Brinker Capital first reported a position in Fomento Económico Mexicano in Q1 2017 and has held it in 14 quarters since.
Brinker Capital's Fomento Económico Mexicano position peaked at $1.04M in Q2 2017.
230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.