Compagnie Lombard Odier SCmA’s Fomento Económico Mexicano FMX Stock Holding History

Compagnie Lombard Odier SCmA’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
2019 Q2	–	Sell	-700	Closed	-$65K	–	549
2019 Q1	$65K	Hold	700	–	–	﹤0.01%	385
2018 Q4	$60K	Hold	700	–	–	﹤0.01%	376
2018 Q3	$69K	Hold	700	–	–	﹤0.01%	396
2018 Q2	$61K	Hold	700	–	–	﹤0.01%	412
2018 Q1	$64K	Sell	700 -1,000	-59%	-$93.7K	﹤0.01%	418
2017 Q4	$160K	Sell	1,700 -1,900	-53%	-$173K	0.01%	340
2017 Q3	$344K	Sell	3,600 -5,000	-58%	-$498K	0.01%	306
2017 Q2	$846K	Hold	8,600	–	–	0.03%	229
2017 Q1	$762K	Hold	8,600	–	–	0.03%	242
2016 Q4	$655K	Hold	8,600	–	–	0.02%	292
2016 Q3	$791K	Sell	8,600 -2,650	-24%	-$244K	0.02%	297
2016 Q2	$1.04M	Hold	11,250	–	–	0.03%	264
2016 Q1	$1.08M	Buy	11,250 +7,500	+200%	+$685K	0.03%	246
2015 Q4	$347K	Hold	3,750	–	–	0.01%	379
2015 Q3	$334K	Buy	3,750 +550	+17%	+$48.9K	0.01%	333
2015 Q2	$284K	Hold	3,200	–	–	0.01%	387
2015 Q1	$300K	Hold	3,200	–	–	0.01%	400
2014 Q4	$282K	Buy	+3,200	New	+$293K	0.01%	354

Other funds holding FMX

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compagnie Lombard Odier SCmA's FMX Position: Q2 2019 in Review

Compagnie Lombard Odier SCmA sold out of Fomento Económico Mexicano (FMX) in Q2 2019, closing a stake of 700 shares — an estimated $65K sold.

Compagnie Lombard Odier SCmA first reported a position in FMX in Q4 2014 and held it in 18 quarters. The position peaked at $1.08M in Q1 2016. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

Compagnie Lombard Odier SCmA reported no remaining Fomento Económico Mexicano position as of Q2 2019 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 700 Fomento Económico Mexicano shares in Q2 2019, an estimated $65K.
Compagnie Lombard Odier SCmA first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 18 quarters.
Compagnie Lombard Odier SCmA's Fomento Económico Mexicano position peaked at $1.08M in Q1 2016.
272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2019, filed 14 Aug 2019.