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Essex Savings Bank’s Fomento Económico Mexicano FMX Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-238
Closed -$23K – 338
2019
Q2 		$23K Buy
238
+215
+935% +$20.8K 0.01% 557
2019
Q1 		$2K Hold
23
– – ﹤0.01% 612
2018
Q4 		$2K Buy
+23
New +$2.04K ﹤0.01% 617

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Essex Savings Bank's FMX Position: Q3 2019 in Review

Essex Savings Bank sold out of Fomento Económico Mexicano (FMX) in Q3 2019, closing a stake of 238 shares — an estimated $23K sold.

Essex Savings Bank first reported a position in FMX in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 257 funds tracked by Wall St. Rank hold FMX as of Q3 2019.

  • Essex Savings Bank reported no remaining Fomento Económico Mexicano position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 238 Fomento Económico Mexicano shares in Q3 2019, an estimated $23K.
  • Essex Savings Bank first reported a position in Fomento Económico Mexicano in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Fomento Económico Mexicano position peaked at $23K in Q2 2019.
  • 257 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.