Concert Wealth Management’s America Movil AMX Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-109,902	Closed	-$1.38M	–	168
2017 Q1	$1.38M	Hold	109,902	–	–	0.31%	90
2016 Q4	$1.38M	Buy	109,902 +1,538	+1%	+$18.6K	0.31%	85
2016 Q3	$1.24M	Hold	108,364	–	–	0.15%	170
2016 Q2	$1.33M	Buy	108,364 +838	+0.8%	+$11.2K	0.18%	158
2016 Q1	$1.67M	Sell	107,526 -657	-0.6%	-$9.08K	0.22%	117
2015 Q4	$1.52M	Buy	108,183 +657	+0.6%	+$10.7K	0.2%	122
2015 Q3	$1.78M	Sell	107,526 -1,588	-1%	-$29.8K	0.24%	96
2015 Q2	$2.32M	Buy	109,114 +234	+0.2%	+$4.93K	0.3%	68
2015 Q1	$23K	Buy	108,880 +817	+0.8%	+$17.5K	0.01%	455
2014 Q4	$2.4M	Buy	+108,063	New	+$2.52M	0.37%	53

Other funds holding AMX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's AMX Position: Q2 2017 in Review

Concert Wealth Management sold out of America Movil (AMX) in Q2 2017, closing a stake of 109,902 shares — an estimated $1.38M sold.

Concert Wealth Management first reported a position in AMX in Q4 2014 and held it in 10 quarters. The position peaked at $2.4M in Q4 2014. 266 funds tracked by Wall St. Rank hold AMX as of Q2 2017.

Concert Wealth Management reported no remaining America Movil position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 109,902 America Movil shares in Q2 2017, an estimated $1.38M.
Concert Wealth Management first reported a position in America Movil in Q4 2014 and held it in 10 quarters.
Concert Wealth Management's America Movil position peaked at $2.4M in Q4 2014.
266 funds tracked by Wall St. Rank held America Movil as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.