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Cambridge Trust’s Fomento Económico Mexicano FMX Stock Holding History

Cambridge Trust’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
-5,462
Closed -$331K – 245
2020
Q1 		$331K Sell
5,462
-4,616
-46% -$390K 0.02% 182
2019
Q4 		$952K Sell
10,078
-378
-4% -$34.7K 0.05% 145
2019
Q3 		$958K Sell
10,456
-430
-4% -$39.7K 0.06% 137
2019
Q2 		$1.05M Buy
10,886
+89
+0.8% +$8.62K 0.06% 131
2019
Q1 		$996K Buy
10,797
+3,592
+50% +$328K 0.06% 133
2018
Q4 		$620K Sell
7,205
-1,907
-21% -$169K 0.04% 154
2018
Q3 		$902K Sell
9,112
-151
-2% -$14.5K 0.05% 136
2018
Q2 		$813K Buy
9,263
+6
+0.1% +$530 0.05% 147
2018
Q1 		$846K Buy
9,257
+78
+0.8% +$7.31K 0.05% 145
2017
Q4 		$862K Sell
9,179
-121
-1% -$11K 0.05% 141
2017
Q3 		$888K Sell
9,300
-442
-5% -$44K 0.06% 136
2017
Q2 		$958K Buy
9,742
+820
+9% +$76.4K 0.07% 129
2017
Q1 		$790K Buy
8,922
+2,532
+40% +$206K 0.05% 147
2016
Q4 		$487K Sell
6,390
-274
-4% -$23.5K 0.03% 181
2016
Q3 		$613K Buy
6,664
+1,608
+32% +$148K 0.04% 159
2016
Q2 		$468K Buy
5,056
+264
+6% +$24.1K 0.04% 172
2016
Q1 		$462K Sell
4,792
-118
-2% -$10.8K 0.04% 155
2015
Q4 		$453K Buy
4,910
+152
+3% +$14.6K 0.04% 151
2015
Q3 		$425K Sell
4,758
-133
-3% -$11.8K 0.04% 152
2015
Q2 		$436K Buy
4,891
+166
+4% +$15.4K 0.04% 152
2015
Q1 		$442K Buy
4,725
+467
+11% +$41.7K 0.04% 147
2014
Q4 		$375K Buy
4,258
+1,285
+43% +$118K 0.03% 159
2014
Q3 		$274K Buy
2,973
+265
+10% +$25.3K 0.02% 174
2014
Q2 		$254K Buy
+2,708
New +$257K 0.02% 178
2013
Q3 		– Sell
-2,882
Closed -$298K – 185
2013
Q2 		$298K Buy
+2,882
New +$321K 0.03% 145

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
First Eagle Investment Management
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Trust's FMX Position: Q2 2020 in Review

Cambridge Trust sold out of Fomento Económico Mexicano (FMX) in Q2 2020, closing a stake of 5,462 shares — an estimated $331K sold.

Cambridge Trust first reported a position in FMX in Q2 2013 and held it in 25 quarters. The position peaked at $1.05M in Q2 2019. 230 funds tracked by Wall St. Rank hold FMX as of Q2 2020.

  • Cambridge Trust reported no remaining Fomento Económico Mexicano position as of Q2 2020 after selling out during the quarter.
  • Cambridge Trust sold 5,462 Fomento Económico Mexicano shares in Q2 2020, an estimated $331K.
  • Cambridge Trust first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 25 quarters.
  • Cambridge Trust's Fomento Económico Mexicano position peaked at $1.05M in Q2 2019.
  • 230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2020.

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