Emerson Investment Management’s America Movil AMX Stock Holding History

Emerson Investment Management’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 Q1	$334K	Hold	21,520	–	–	0.06%	116
2015 Q4	$303K	Sell	21,520 -11,690	-35%	-$191K	0.06%	115
2015 Q3	$550K	Hold	33,210	–	–	0.11%	87
2015 Q2	$708K	Hold	33,210	–	–	0.13%	87
2015 Q1	$679K	Hold	33,210	–	–	0.12%	92
2014 Q4	$737K	Sell	33,210 -42,055	-56%	-$979K	0.14%	94
2014 Q3	$1.9M	Sell	75,265 -460	-0.6%	-$11.1K	0.37%	80
2014 Q2	$1.57M	Sell	75,725 -482	-0.6%	-$9.65K	0.31%	84
2014 Q1	$1.51M	Hold	76,207	–	–	0.31%	78
2013 Q4	$1.78M	Sell	76,207 -12,106	-14%	-$264K	0.37%	74
2013 Q3	$1.75M	Sell	88,313 -407	-0.5%	-$8.38K	0.39%	72
2013 Q2	$1.93M	Buy	+88,720	New	+$1.81M	0.45%	68

Other funds holding AMX

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

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

MNA

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

WGI

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

GAM

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Emerson Investment Management's AMX Position: Q1 2016 in Review

Emerson Investment Management held its America Movil (AMX) position steady in Q1 2016 at 21,520 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #116.

Emerson Investment Management first reported a position in AMX in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.93M in Q2 2013. 270 funds tracked by Wall St. Rank hold AMX as of Q1 2016.

Emerson Investment Management held 21,520 shares of America Movil worth $334K as of Q1 2016.
Emerson Investment Management left its America Movil share count unchanged in Q1 2016.
America Movil made up 0.06% of Emerson Investment Management's portfolio in Q1 2016, its #116 holding.
Emerson Investment Management first reported a position in America Movil in Q2 2013 and has held it in 12 quarters since.
Emerson Investment Management's America Movil position peaked at $1.93M in Q2 2013.
270 funds tracked by Wall St. Rank held America Movil as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.