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Duff & Phelps Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Duff & Phelps Investment Management’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
2018
Q4 		– Sell
-113,306
Closed -$11.2M – 236
2018
Q3 		$11.2M Sell
113,306
-1,473
-1% -$142K 0.17% 105
2018
Q2 		$10.1M Sell
114,779
-2,041
-2% -$180K 0.15% 112
2018
Q1 		$10.7M Sell
116,820
-2,498
-2% -$234K 0.17% 108
2017
Q4 		$11.2M Sell
119,318
-3,349
-3% -$306K 0.16% 116
2017
Q3 		$11.7M Buy
+122,667
New +$12.2M 0.16% 121

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Duff & Phelps Investment Management's FMX Position: Q4 2018 in Review

Duff & Phelps Investment Management sold out of Fomento Económico Mexicano (FMX) in Q4 2018, closing a stake of 113,306 shares — an estimated $11.2M sold.

Duff & Phelps Investment Management first reported a position in FMX in Q3 2017 and held it in 5 quarters. The position peaked at $11.7M in Q3 2017. 250 funds tracked by Wall St. Rank hold FMX as of Q4 2018.

  • Duff & Phelps Investment Management reported no remaining Fomento Económico Mexicano position as of Q4 2018 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 113,306 Fomento Económico Mexicano shares in Q4 2018, an estimated $11.2M.
  • Duff & Phelps Investment Management first reported a position in Fomento Económico Mexicano in Q3 2017 and held it in 5 quarters.
  • Duff & Phelps Investment Management's Fomento Económico Mexicano position peaked at $11.7M in Q3 2017.
  • 250 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2018.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2018, filed 4 Feb 2019.