CFA
HXM

Capstone Financial Advisors’s DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) HXM Stock Holding History

Capstone Financial Advisors’s Portfolio HXM Stock Details HXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,000
Closed -$12K – 78
2013
Q4 		$12K Buy
+10,000
New +$14.2K 0.01% 72

Other funds holding HXM

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Capstone Financial Advisors's HXM Position: Q1 2014 in Review

Capstone Financial Advisors sold out of DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) (HXM) in Q1 2014, closing a stake of 10,000 shares — an estimated $12K sold.

Capstone Financial Advisors first reported a position in HXM in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 36 funds tracked by Wall St. Rank hold HXM as of Q1 2014.

  • Capstone Financial Advisors reported no remaining DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) position as of Q1 2014 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) shares in Q1 2014, an estimated $12K.
  • Capstone Financial Advisors first reported a position in DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) in Q4 2013 and held it in 1 quarter.
  • Capstone Financial Advisors's DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) position peaked at $12K in Q4 2013.
  • 36 funds tracked by Wall St. Rank held DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) as of Q1 2014.

Based on Capstone Financial Advisors's 13F filing for Q1 2014, filed 8 May 2014.