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Compagnie Lombard Odier SCmA’s America Movil AMX Stock Holding History

Compagnie Lombard Odier SCmA’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
2018
Q3 		– Sell
-1,500
Closed -$25K – 561
2018
Q2 		$25K Hold
1,500
– – ﹤0.01% 512
2018
Q1 		$29K Sell
1,500
-1,500
-50% -$27.7K ﹤0.01% 499
2017
Q4 		$52K Buy
3,000
+1,500
+100% +$26.2K ﹤0.01% 535
2017
Q3 		$27K Hold
1,500
– – ﹤0.01% 582
2017
Q2 		$24K Sell
1,500
-1,500
-50% -$23.3K ﹤0.01% 599
2017
Q1 		$42K Buy
3,000
+1,500
+100% +$19.6K ﹤0.01% 555
2016
Q4 		$19K Hold
1,500
– – ﹤0.01% 704
2016
Q3 		$17K Sell
1,500
-738
-33% -$8.8K ﹤0.01% 798
2016
Q2 		$27K Hold
2,238
– – ﹤0.01% 753
2016
Q1 		$34K Hold
2,238
– – ﹤0.01% 764
2015
Q4 		$31K Hold
2,238
– – ﹤0.01% 748
2015
Q3 		$37K Buy
2,238
+738
+49% +$13.8K ﹤0.01% 640
2015
Q2 		$32K Hold
1,500
– – ﹤0.01% 675
2015
Q1 		$31K Hold
1,500
– – ﹤0.01% 826
2014
Q4 		$33K Sell
1,500
-12,299
-89% -$286K ﹤0.01% 658
2014
Q3 		$348K Sell
13,799
-2,161
-14% -$52K 0.01% 403
2014
Q2 		$331K Buy
15,960
+925
+6% +$18.5K 0.01% 419
2014
Q1 		$299K Sell
15,035
-1,886
-11% -$39.1K 0.01% 417
2013
Q4 		$395K Buy
+16,921
New +$369K 0.02% 368

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WGI
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Fisher Asset Management
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return