EWM
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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

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return