CAM
AMX icon

Capstone Asset Management’s America Movil AMX Stock Holding History

Capstone Asset Management’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
2017
Q2 		$2.87M Sell
180,441
-6,985
-4% -$108K 0.08% 295
2017
Q1 		$2.66M Sell
187,426
-295
-0.2% -$3.85K 0.07% 321
2016
Q4 		$2.36M Sell
187,721
-6,940
-4% -$84K 0.07% 336
2016
Q3 		$2.23M Sell
194,661
-43,460
-18% -$518K 0.06% 351
2016
Q2 		$2.92M Sell
238,121
-110,100
-32% -$1.47M 0.09% 275
2016
Q1 		$5.41M Sell
348,221
-5,377
-2% -$74.3K 0.16% 157
2015
Q4 		$4.97M Sell
353,598
-12,844
-4% -$210K 0.14% 169
2015
Q3 		$6.07M Sell
366,442
-50,322
-12% -$944K 0.19% 128
2015
Q2 		$8.88M Sell
416,764
-61,970
-13% -$1.31M 0.26% 98
2015
Q1 		$9.79M Sell
478,734
-7,237
-1% -$155K 0.28% 85
2014
Q4 		$10.8M Buy
485,971
+165,788
+52% +$3.86M 0.31% 75
2014
Q3 		$8.07M Buy
320,183
+6,980
+2% +$168K 0.27% 84
2014
Q2 		$6.5M Buy
313,203
+1,020
+0.3% +$20.4K 0.21% 115
2014
Q1 		$6.21M Sell
312,183
-55,910
-15% -$1.16M 0.19% 126
2013
Q4 		$8.6M Sell
368,093
-4,590
-1% -$100K 0.25% 78
2013
Q3 		$7.38M Buy
372,683
+29,090
+8% +$599K 0.18% 115
2013
Q2 		$7.47M Buy
+343,593
New +$7.03M 0.2% 99

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Asset Management's AMX Position: Q2 2017 in Review

Capstone Asset Management reduced its America Movil (AMX) stake by 3.7% in Q2 2017, selling an estimated $108K and leaving 180,441 shares worth $2.87M. The position accounts for 0.08% of the portfolio, ranked #295.

Capstone Asset Management first reported a position in AMX in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.8M in Q4 2014. 266 funds tracked by Wall St. Rank hold AMX as of Q2 2017.

  • Capstone Asset Management held 180,441 shares of America Movil worth $2.87M as of Q2 2017.
  • Capstone Asset Management sold 6,985 America Movil shares in Q2 2017, an estimated $108K.
  • America Movil made up 0.08% of Capstone Asset Management's portfolio in Q2 2017, its #295 holding.
  • Capstone Asset Management first reported a position in America Movil in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's America Movil position peaked at $10.8M in Q4 2014.
  • 266 funds tracked by Wall St. Rank held America Movil as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.