CA
AMOV

CapWealth Advisors’s America Movil SAB de CV AMOV Stock Holding History

CapWealth Advisors’s Portfolio AMOV Stock Details AMOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-191
Closed -$4K – 396
2014
Q2 		$4K Hold
191
– – ﹤0.01% 307
2014
Q1 		$4K Hold
191
– – ﹤0.01% 322
2013
Q4 		$4K Hold
191
– – ﹤0.01% 324
2013
Q3 		$4K Hold
191
– – ﹤0.01% 386
2013
Q2 		$4K Buy
+191
New +$3.68K ﹤0.01% 361

Other funds holding AMOV

B
BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CapWealth Advisors's AMOV Position: Q3 2014 in Review

CapWealth Advisors sold out of America Movil SAB de CV (AMOV) in Q3 2014, closing a stake of 191 shares — an estimated $4K sold.

CapWealth Advisors first reported a position in AMOV in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 25 funds tracked by Wall St. Rank hold AMOV as of Q3 2014.

  • CapWealth Advisors reported no remaining America Movil SAB de CV position as of Q3 2014 after selling out during the quarter.
  • CapWealth Advisors sold 191 America Movil SAB de CV shares in Q3 2014, an estimated $4K.
  • CapWealth Advisors first reported a position in America Movil SAB de CV in Q2 2013 and held it in 5 quarters.
  • CapWealth Advisors's America Movil SAB de CV position peaked at $4K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held America Movil SAB de CV as of Q3 2014.

Based on CapWealth Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.