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ClearBridge LLC (Maryland)’s Fomento Económico Mexicano FMX Stock Holding History

ClearBridge LLC (Maryland)’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-60
Closed -$5K – 186
2016
Q4 		$5K Sell
60
-13,810
-100% -$1.18M ﹤0.01% 176
2016
Q3 		$1.28M Sell
13,870
-4,800
-26% -$442K 0.02% 140
2016
Q2 		$1.73M Hold
18,670
– – 0.03% 138
2016
Q1 		$1.8M Hold
18,670
– – 0.04% 138
2015
Q4 		$1.72M Buy
18,670
+150
+0.8% +$14.4K 0.03% 137
2015
Q3 		$1.65M Sell
18,520
-9,800
-35% -$871K 0.03% 139
2015
Q2 		$2.52M Buy
28,320
+1,000
+4% +$92.7K 0.05% 132
2015
Q1 		$2.55M Hold
27,320
– – 0.04% 130
2014
Q4 		$2.4M Hold
27,320
– – 0.04% 131
2014
Q3 		$2.52M Sell
27,320
-5,400
-17% -$515K 0.05% 129
2014
Q2 		$3.06M Hold
32,720
– – 0.06% 126
2014
Q1 		$3.05M Sell
32,720
-6,980
-18% -$625K 0.06% 117
2013
Q4 		$3.88M Hold
39,700
– – 0.07% 121
2013
Q3 		$3.85M Hold
39,700
– – 0.08% 115
2013
Q2 		$4.1M Buy
+39,700
New +$4.42M 0.07% 147

Other funds holding FMX

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge LLC (Maryland)'s FMX Position: Q1 2017 in Review

ClearBridge LLC (Maryland) sold out of Fomento Económico Mexicano (FMX) in Q1 2017, closing a stake of 60 shares — an estimated $5K sold.

ClearBridge LLC (Maryland) first reported a position in FMX in Q2 2013 and held it in 15 quarters. The position peaked at $4.1M in Q2 2013. 227 funds tracked by Wall St. Rank hold FMX as of Q1 2017.

  • ClearBridge LLC (Maryland) reported no remaining Fomento Económico Mexicano position as of Q1 2017 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 60 Fomento Económico Mexicano shares in Q1 2017, an estimated $5K.
  • ClearBridge LLC (Maryland) first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 15 quarters.
  • ClearBridge LLC (Maryland)'s Fomento Económico Mexicano position peaked at $4.1M in Q2 2013.
  • 227 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2017.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q1 2017, filed 15 May 2017.