DBG
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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 $70.5B AUM 36% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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 $218B AUM 29.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return