Evercore Wealth Management’s America Movil AMX Stock Holding History

Evercore Wealth 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
2015 Q4	–	Sell	-2,700	Closed	-$45K	–	1001
2015 Q3	$45K	Hold	2,700	–	–	﹤0.01%	598
2015 Q2	$58K	Sell	2,700 -4,035	-60%	-$85K	﹤0.01%	611
2015 Q1	$138K	Buy	6,735 +4,035	+149%	+$86.4K	0.01%	477
2014 Q4	$60K	Sell	2,700 -2,600	-49%	-$60.6K	﹤0.01%	535
2014 Q3	$134K	Hold	5,300	–	–	0.01%	465
2014 Q2	$110K	Hold	5,300	–	–	0.01%	490
2014 Q1	$106K	Hold	5,300	–	–	0.01%	473
2013 Q4	$124K	Sell	5,300 -6,158	-54%	-$134K	0.01%	423
2013 Q3	$227K	Buy	11,458 +266	+2%	+$5.47K	0.01%	386
2013 Q2	$244K	Buy	+11,192	New	+$229K	0.01%	376

Other funds holding AMX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Evercore Wealth Management's AMX Position: Q4 2015 in Review

Evercore Wealth Management sold out of America Movil (AMX) in Q4 2015, closing a stake of 2,700 shares — an estimated $45K sold.

Evercore Wealth Management first reported a position in AMX in Q2 2013 and held it in 10 quarters. The position peaked at $244K in Q2 2013. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2015.

Evercore Wealth Management reported no remaining America Movil position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 2,700 America Movil shares in Q4 2015, an estimated $45K.
Evercore Wealth Management first reported a position in America Movil in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's America Movil position peaked at $244K in Q2 2013.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.