CLA (CliftonLarsonAllen) Wealth Advisors’s America Movil AMX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2019 Q1	–	Sell	-18,000	Closed	-$257K	–	112
2018 Q4	$257K	Hold	18,000	–	–	0.03%	130
2018 Q3	$289K	Hold	18,000	–	–	0.03%	120
2018 Q2	$300K	Hold	18,000	–	–	0.03%	120
2018 Q1	$344K	Hold	18,000	–	–	0.03%	116
2017 Q4	$309K	Hold	18,000	–	–	0.03%	120
2017 Q3	$320K	Hold	18,000	–	–	0.03%	128
2017 Q2	$287K	Hold	18,000	–	–	0.03%	128
2017 Q1	$255K	Hold	18,000	–	–	0.03%	130
2016 Q4	$226K	Hold	18,000	–	–	0.03%	126
2016 Q3	$206K	Buy	+18,000	New	+$215K	0.03%	125

Other funds holding AMX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AMX Position: Q1 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of America Movil (AMX) in Q1 2019, closing a stake of 18,000 shares — an estimated $257K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AMX in Q3 2016 and held it in 10 quarters. The position peaked at $344K in Q1 2018. 276 funds tracked by Wall St. Rank hold AMX as of Q1 2019.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining America Movil position as of Q1 2019 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 18,000 America Movil shares in Q1 2019, an estimated $257K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in America Movil in Q3 2016 and held it in 10 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's America Movil position peaked at $344K in Q1 2018.
276 funds tracked by Wall St. Rank held America Movil as of Q1 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.