Capstone Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Capstone Asset Management’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
2017 Q2	$3.52M	Sell	35,770 -950	-3%	-$88.5K	0.1%	246
2017 Q1	$3.25M	Sell	36,720 -350	-0.9%	-$28.5K	0.09%	260
2016 Q4	$2.83M	Sell	37,070 -230	-0.6%	-$19.7K	0.08%	291
2016 Q3	$3.43M	Buy	37,300 +600	+2%	+$55.3K	0.1%	242
2016 Q2	$3.39M	Sell	36,700 -18,080	-33%	-$1.65M	0.1%	231
2016 Q1	$5.28M	Sell	54,780 -3,416	-6%	-$312K	0.15%	162
2015 Q4	$5.37M	Buy	58,196 +2,040	+4%	+$196K	0.15%	157
2015 Q3	$5.01M	Buy	56,156 +3,168	+6%	+$282K	0.16%	155
2015 Q2	$4.72M	Sell	52,988 -300	-0.6%	-$27.8K	0.14%	189
2015 Q1	$4.98M	Buy	53,288 +960	+2%	+$85.6K	0.14%	177
2014 Q4	$4.61M	Buy	52,328 +18,740	+56%	+$1.72M	0.13%	196
2014 Q3	$3.09M	Sell	33,588 -6,970	-17%	-$665K	0.1%	235
2014 Q2	$3.8M	Buy	40,558 +2,470	+6%	+$234K	0.12%	204
2014 Q1	$3.55M	Buy	38,088 +3,320	+10%	+$297K	0.11%	222
2013 Q4	$3.4M	Sell	34,768 -1,580	-4%	-$149K	0.1%	238
2013 Q3	$3.53M	Buy	36,348 +720	+2%	+$72.3K	0.09%	265
2013 Q2	$3.68M	Buy	+35,628	New	+$3.96M	0.1%	224

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capstone Asset Management reduced its Fomento Económico Mexicano (FMX) stake by 2.6% in Q2 2017, selling an estimated $88.5K and leaving 35,770 shares worth $3.52M. The position accounts for 0.1% of the portfolio, ranked #246.

Capstone Asset Management first reported a position in FMX in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.37M in Q4 2015. 212 funds tracked by Wall St. Rank hold FMX as of Q2 2017.

Capstone Asset Management held 35,770 shares of Fomento Económico Mexicano worth $3.52M as of Q2 2017.
Capstone Asset Management sold 950 Fomento Económico Mexicano shares in Q2 2017, an estimated $88.5K.
Fomento Económico Mexicano made up 0.1% of Capstone Asset Management's portfolio in Q2 2017, its #246 holding.
Capstone Asset Management first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Fomento Económico Mexicano position peaked at $5.37M in Q4 2015.
212 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2017.

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