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Burney Company’s America Movil AMX Stock Holding History

Burney Company’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
2015
Q4 		– Sell
-11,361
Closed -$188K – 376
2015
Q3 		$188K Sell
11,361
-302
-3% -$5.66K 0.01% 359
2015
Q2 		$249K Sell
11,663
-3,155
-21% -$66.5K 0.02% 360
2015
Q1 		$303K Buy
14,818
+3,224
+28% +$69K 0.02% 339
2014
Q4 		$257K Sell
11,594
-2,677
-19% -$62.3K 0.02% 342
2014
Q3 		$360K Hold
14,271
– – 0.03% 306
2014
Q2 		$296K Sell
14,271
-505
-3% -$10.1K 0.03% 347
2014
Q1 		$294K Sell
14,776
-5,676
-28% -$118K 0.03% 340
2013
Q4 		$478K Sell
20,452
-67,403
-77% -$1.47M 0.05% 280
2013
Q3 		$1.74M Sell
87,855
-6,946
-7% -$143K 0.19% 138
2013
Q2 		$2.06M Buy
+94,801
New +$1.94M 0.26% 114

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Burney Company's AMX Position: Q4 2015 in Review

Burney Company sold out of America Movil (AMX) in Q4 2015, closing a stake of 11,361 shares — an estimated $188K sold.

Burney Company first reported a position in AMX in Q2 2013 and held it in 10 quarters. The position peaked at $2.06M in Q2 2013. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2015.

  • Burney Company reported no remaining America Movil position as of Q4 2015 after selling out during the quarter.
  • Burney Company sold 11,361 America Movil shares in Q4 2015, an estimated $188K.
  • Burney Company first reported a position in America Movil in Q2 2013 and held it in 10 quarters.
  • Burney Company's America Movil position peaked at $2.06M in Q2 2013.
  • 280 funds tracked by Wall St. Rank held America Movil as of Q4 2015.

Based on Burney Company's 13F filing for Q4 2015, filed 9 Feb 2016.