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Cavalier Investments’s America Movil AMX Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-31,500
Closed -$559K – 135
2017
Q3 		$559K Buy
+31,500
New +$565K 0.27% 72

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cavalier Investments's AMX Position: Q4 2017 in Review

Cavalier Investments sold out of America Movil (AMX) in Q4 2017, closing a stake of 31,500 shares — an estimated $559K sold.

Cavalier Investments first reported a position in AMX in Q3 2017 and held it in 1 quarter. The position peaked at $559K in Q3 2017. 285 funds tracked by Wall St. Rank hold AMX as of Q4 2017.

  • Cavalier Investments reported no remaining America Movil position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 31,500 America Movil shares in Q4 2017, an estimated $559K.
  • Cavalier Investments first reported a position in America Movil in Q3 2017 and held it in 1 quarter.
  • Cavalier Investments's America Movil position peaked at $559K in Q3 2017.
  • 285 funds tracked by Wall St. Rank held America Movil as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.