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De Burlo Group’s America Movil AMX Stock Holding History

De Burlo Group’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
2015
Q1 		– Sell
-10,710
Closed -$237K – 103
2014
Q4 		$237K Sell
10,710
-300
-3% -$6.99K 0.05% 101
2014
Q3 		$277K Sell
11,010
-100
-0.9% -$2.41K 0.06% 93
2014
Q2 		$231K Sell
11,110
-200
-2% -$4K 0.05% 95
2014
Q1 		$225K Sell
11,310
-800
-7% -$16.6K 0.05% 92
2013
Q4 		$283K Sell
12,110
-1,400
-10% -$30.5K 0.07% 89
2013
Q3 		$268K Sell
13,510
-1,900
-12% -$39.1K 0.07% 83
2013
Q2 		$335K Buy
+15,410
New +$315K 0.1% 77

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

De Burlo Group's AMX Position: Q1 2015 in Review

De Burlo Group sold out of America Movil (AMX) in Q1 2015, closing a stake of 10,710 shares — an estimated $237K sold.

De Burlo Group first reported a position in AMX in Q2 2013 and held it in 7 quarters. The position peaked at $335K in Q2 2013. 321 funds tracked by Wall St. Rank hold AMX as of Q1 2015.

  • De Burlo Group reported no remaining America Movil position as of Q1 2015 after selling out during the quarter.
  • De Burlo Group sold 10,710 America Movil shares in Q1 2015, an estimated $237K.
  • De Burlo Group first reported a position in America Movil in Q2 2013 and held it in 7 quarters.
  • De Burlo Group's America Movil position peaked at $335K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held America Movil as of Q1 2015.

Based on De Burlo Group's 13F filing for Q1 2015, filed 7 May 2015.