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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 $427B AUM 29.17% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return