Edge Wealth Management’s Cemex CX Stock Holding History

Edge Wealth Management’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-336	Closed	-$1K	–	686
2020 Q1	$1K	Hold	336	–	–	﹤0.01%	572
2019 Q4	$1K	Hold	336	–	–	﹤0.01%	553
2019 Q3	$1K	Hold	336	–	–	﹤0.01%	551
2019 Q2	$1K	Hold	336	–	–	﹤0.01%	557
2019 Q1	$2K	Hold	336	–	–	﹤0.01%	515
2018 Q4	$2K	Hold	336	–	–	﹤0.01%	523
2018 Q3	$2K	Hold	336	–	–	﹤0.01%	550
2018 Q2	$2K	Hold	336	–	–	﹤0.01%	532
2018 Q1	$2K	Hold	336	–	–	﹤0.01%	509
2017 Q4	$2K	Hold	336	–	–	﹤0.01%	478
2017 Q3	$3K	Hold	336	–	–	﹤0.01%	470
2017 Q2	$3K	Sell	336 -1	-0.3%	-$9	﹤0.01%	462
2017 Q1	$3K	Hold	337	–	–	﹤0.01%	434
2016 Q4	$3K	Hold	337	–	–	﹤0.01%	414
2016 Q3	$3K	Hold	337	–	–	﹤0.01%	416
2016 Q2	$2K	Hold	337	–	–	﹤0.01%	404
2016 Q1	$2K	Hold	337	–	–	﹤0.01%	378
2015 Q4	$2K	Hold	337	–	–	﹤0.01%	390
2015 Q3	$2K	Hold	337	–	–	﹤0.01%	391
2015 Q2	$3K	Hold	337	–	–	﹤0.01%	368
2015 Q1	$3K	Buy	+337	New	+$2.9K	﹤0.01%	363

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return