Edmond de Rothschild Holding’s America Movil AMX Stock Holding History

Edmond de Rothschild Holding’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
2016 Q4	–	Sell	-17,000	Closed	-$194K	–	821
2016 Q3	$194K	Sell	17,000 -28,400	-63%	-$339K	0.01%	519
2016 Q2	$557K	Buy	+45,400	New	+$608K	0.02%	350
2016 Q1	–	Sell	-38,500	Closed	-$541K	–	819
2015 Q4	$541K	Sell	38,500 -3,700	-9%	-$60.4K	0.01%	350
2015 Q3	$698K	Sell	42,200 -19,700	-32%	-$369K	0.02%	311
2015 Q2	$1.32M	Buy	+61,900	New	+$1.3M	0.03%	258

Other funds holding AMX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BIP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edmond de Rothschild Holding's AMX Position: Q4 2016 in Review

Edmond de Rothschild Holding sold out of America Movil (AMX) in Q4 2016, closing a stake of 17,000 shares — an estimated $194K sold.

Edmond de Rothschild Holding first reported a position in AMX in Q2 2015 and held it in 5 quarters. The position peaked at $1.32M in Q2 2015. 251 funds tracked by Wall St. Rank hold AMX as of Q4 2016.

Edmond de Rothschild Holding reported no remaining America Movil position as of Q4 2016 after selling out during the quarter.
Edmond de Rothschild Holding sold 17,000 America Movil shares in Q4 2016, an estimated $194K.
Edmond de Rothschild Holding first reported a position in America Movil in Q2 2015 and held it in 5 quarters.
Edmond de Rothschild Holding's America Movil position peaked at $1.32M in Q2 2015.
251 funds tracked by Wall St. Rank held America Movil as of Q4 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2016, filed 14 Feb 2017.