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Chicago Partners Investment Group’s Coca-Cola Femsa KOF Stock Holding History

Chicago Partners Investment Group’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$19K – 961
2017
Q2 		$19K Buy
+300
New +$23.4K 0.01% 523

Other funds holding KOF

Gates Foundation Trust
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Chicago Partners Investment Group's KOF Position: Q3 2017 in Review

Chicago Partners Investment Group sold out of Coca-Cola Femsa (KOF) in Q3 2017, closing a stake of 300 shares — an estimated $19K sold.

Chicago Partners Investment Group first reported a position in KOF in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 108 funds tracked by Wall St. Rank hold KOF as of Q3 2017.

  • Chicago Partners Investment Group reported no remaining Coca-Cola Femsa position as of Q3 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 300 Coca-Cola Femsa shares in Q3 2017, an estimated $19K.
  • Chicago Partners Investment Group first reported a position in Coca-Cola Femsa in Q2 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's Coca-Cola Femsa position peaked at $19K in Q2 2017.
  • 108 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2017.

Based on Chicago Partners Investment Group's 13F filing for Q3 2017, filed 22 Nov 2017.