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Calton & Associates’s Fomento Económico Mexicano FMX Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-101
Closed -$9K – 661
2017
Q4 		$9K Buy
+101
New +$9.22K ﹤0.01% 1090

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Calton & Associates's FMX Position: Q1 2018 in Review

Calton & Associates sold out of Fomento Económico Mexicano (FMX) in Q1 2018, closing a stake of 101 shares — an estimated $9K sold.

Calton & Associates first reported a position in FMX in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2018.

  • Calton & Associates reported no remaining Fomento Económico Mexicano position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 101 Fomento Económico Mexicano shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fomento Económico Mexicano position peaked at $9K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.