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Ellis Investment Partners’s Fomento Económico Mexicano FMX Stock Holding History

Ellis Investment Partners’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
2020
Q2 		– Sell
-22
Closed -$1K – 721
2020
Q1 		$1K Buy
+22
New +$1.86K ﹤0.01% 675
2019
Q4 		– Sell
-100
Closed -$8K – 685
2019
Q3 		$8K Sell
100
-100
-50% -$9.22K ﹤0.01% 557
2019
Q2 		$19K Buy
+200
New +$19.4K 0.01% 448

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ellis Investment Partners's FMX Position: Q2 2020 in Review

Ellis Investment Partners sold out of Fomento Económico Mexicano (FMX) in Q2 2020, closing a stake of 22 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in FMX in Q2 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 230 funds tracked by Wall St. Rank hold FMX as of Q2 2020.

  • Ellis Investment Partners reported no remaining Fomento Económico Mexicano position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 22 Fomento Económico Mexicano shares in Q2 2020, an estimated $1K.
  • Ellis Investment Partners first reported a position in Fomento Económico Mexicano in Q2 2019 and held it in 3 quarters.
  • Ellis Investment Partners's Fomento Económico Mexicano position peaked at $19K in Q2 2019.
  • 230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.