Creative Planning’s America Movil SAB de CV AMOV Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-3,143	Closed	-$48K	–	3965
2017 Q2	$48K	Sell	3,143 -33	-1%	-$484	﹤0.01%	2548
2017 Q1	$42K	Hold	3,176	–	–	﹤0.01%	2610
2016 Q4	$37K	Buy	3,176 +598	+23%	+$6.79K	﹤0.01%	2641
2016 Q3	$28K	Hold	2,578	–	–	﹤0.01%	2807
2016 Q2	$30K	Buy	2,578 +1,306	+103%	+$16.5K	﹤0.01%	2505
2016 Q1	$19K	Sell	1,272 -9,202	-88%	-$119K	﹤0.01%	2806
2015 Q4	$138K	Hold	10,474	–	–	﹤0.01%	1446
2015 Q3	$164K	Buy	+10,474	New	+$185K	﹤0.01%	1304
2015 Q2	–	Sell	-10,474	Closed	-$201K	–	3257
2015 Q1	$201K	Hold	10,474	–	–	﹤0.01%	1188
2014 Q4	$219K	Hold	10,474	–	–	﹤0.01%	1087
2014 Q3	$248K	Hold	10,474	–	–	﹤0.01%	958
2014 Q2	$206K	Hold	10,474	–	–	﹤0.01%	1018
2014 Q1	$195K	Hold	10,474	–	–	﹤0.01%	1014
2013 Q4	$230K	Buy	10,474 +636	+6%	+$13.1K	﹤0.01%	804
2013 Q3	$186K	Hold	9,838	–	–	﹤0.01%	800
2013 Q2	$197K	Buy	+9,838	New	+$189K	﹤0.01%	691

Other funds holding AMOV

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's AMOV Position: Q3 2017 in Review

Creative Planning sold out of America Movil SAB de CV (AMOV) in Q3 2017, closing a stake of 3,143 shares — an estimated $48K sold.

Creative Planning first reported a position in AMOV in Q2 2013 and held it in 16 quarters. The position peaked at $248K in Q3 2014. 25 funds tracked by Wall St. Rank hold AMOV as of Q3 2017.

Creative Planning reported no remaining America Movil SAB de CV position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,143 America Movil SAB de CV shares in Q3 2017, an estimated $48K.
Creative Planning first reported a position in America Movil SAB de CV in Q2 2013 and held it in 16 quarters.
Creative Planning's America Movil SAB de CV position peaked at $248K in Q3 2014.
25 funds tracked by Wall St. Rank held America Movil SAB de CV as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.