Cornerstone Advisors (Washington)’s Fomento Económico Mexicano FMX Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$43K	Sell	767 -733	-49%	-$42.8K	﹤0.01%	277
2020 Q2	$93K	Buy	1,500 +280	+23%	+$17.8K	0.01%	175
2020 Q1	$74K	Buy	1,220 +232	+23%	+$19.6K	0.01%	173
2019 Q4	$93K	Buy	988 +56	+6%	+$5.15K	0.01%	162
2019 Q3	$85K	Buy	932 +66	+8%	+$6.09K	0.01%	160
2019 Q2	$84K	Buy	866 +347	+67%	+$33.6K	0.01%	286
2019 Q1	$48K	Buy	519 +67	+15%	+$6.11K	﹤0.01%	371
2018 Q4	$39K	Buy	452 +5	+1%	+$444	0.01%	346
2018 Q3	$44K	Hold	447	–	–	0.03%	339
2018 Q2	$39K	Buy	447 +102	+30%	+$9.01K	0.03%	354
2018 Q1	$32K	Buy	+345	New	+$32.3K	0.02%	393
2016 Q4	–	Sell	-234	Closed	-$22K	–	955
2016 Q3	$22K	Buy	234 +217	+1,276%	+$20K	0.02%	459
2016 Q2	$2K	Hold	17	–	–	﹤0.01%	723
2016 Q1	$2K	Hold	17	–	–	﹤0.01%	720
2015 Q4	$2K	Hold	17	–	–	﹤0.01%	722
2015 Q3	$2K	Hold	17	–	–	﹤0.01%	714
2015 Q2	$2K	Hold	17	–	–	﹤0.01%	585
2015 Q1	$2K	Hold	17	–	–	﹤0.01%	606
2014 Q4	$1K	Buy	+17	New	+$1.56K	﹤0.01%	691

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VAM

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

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

CGI

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FMX Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Fomento Económico Mexicano (FMX) stake by 49% in Q3 2020, selling an estimated $42.8K and leaving 767 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Cornerstone Advisors (Washington) first reported a position in FMX in Q4 2014 and has held it in 19 quarters since. The position peaked at $93K in Q2 2020. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2020.

Cornerstone Advisors (Washington) held 767 shares of Fomento Económico Mexicano worth $43K as of Q3 2020.
Cornerstone Advisors (Washington) sold 733 Fomento Económico Mexicano shares in Q3 2020, an estimated $42.8K.
Fomento Económico Mexicano made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #277 holding.
Cornerstone Advisors (Washington) first reported a position in Fomento Económico Mexicano in Q4 2014 and has held it in 19 quarters since.
Cornerstone Advisors (Washington)'s Fomento Económico Mexicano position peaked at $93K in Q2 2020.
213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.