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 $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Edge Wealth Management's CX Position: Q2 2020 in Review

Edge Wealth Management sold out of Cemex (CX) in Q2 2020, closing a stake of 336 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in CX in Q1 2015 and held it in 21 quarters. The position peaked at $3K in Q3 2017. 202 funds tracked by Wall St. Rank hold CX as of Q2 2020.

Edge Wealth Management reported no remaining Cemex position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 336 Cemex shares in Q2 2020, an estimated $1K.
Edge Wealth Management first reported a position in Cemex in Q1 2015 and held it in 21 quarters.
Edge Wealth Management's Cemex position peaked at $3K in Q3 2017.
202 funds tracked by Wall St. Rank held Cemex as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.