Cobiz Wealth’s America Movil AMX Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-3,572	Closed	-$78K	–	136
2013 Q2	$78K	Buy	+3,572	New	+$73.1K	0.02%	147

Other funds holding AMX

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

GAM

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

WGI

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cobiz Wealth's AMX Position: Q3 2013 in Review

Cobiz Wealth sold out of America Movil (AMX) in Q3 2013, closing a stake of 3,572 shares — an estimated $78K sold.

Cobiz Wealth first reported a position in AMX in Q2 2013 and held it in 1 quarter. The position peaked at $78K in Q2 2013. 315 funds tracked by Wall St. Rank hold AMX as of Q3 2013.

Cobiz Wealth reported no remaining America Movil position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 3,572 America Movil shares in Q3 2013, an estimated $78K.
Cobiz Wealth first reported a position in America Movil in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's America Movil position peaked at $78K in Q2 2013.
315 funds tracked by Wall St. Rank held America Movil as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.