CWM
AMOV

Concert Wealth Management’s America Movil SAB de CV AMOV Stock Holding History

Concert Wealth Management’s Portfolio AMOV Stock Details AMOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-41,550
Closed -$548K – 726
2015
Q4 		$548K Buy
+41,550
New +$639K 0.07% 333

Other funds holding AMOV

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's AMOV Position: Q1 2016 in Review

Concert Wealth Management sold out of America Movil SAB de CV (AMOV) in Q1 2016, closing a stake of 41,550 shares — an estimated $548K sold.

Concert Wealth Management first reported a position in AMOV in Q4 2015 and held it in 1 quarter. The position peaked at $548K in Q4 2015. 19 funds tracked by Wall St. Rank hold AMOV as of Q1 2016.

  • Concert Wealth Management reported no remaining America Movil SAB de CV position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 41,550 America Movil SAB de CV shares in Q1 2016, an estimated $548K.
  • Concert Wealth Management first reported a position in America Movil SAB de CV in Q4 2015 and held it in 1 quarter.
  • Concert Wealth Management's America Movil SAB de CV position peaked at $548K in Q4 2015.
  • 19 funds tracked by Wall St. Rank held America Movil SAB de CV as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.