Evercore Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Evercore Wealth Management’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
2015 Q4	–	Sell	-400	Closed	-$36K	–	1029
2015 Q3	$36K	Hold	400	–	–	﹤0.01%	646
2015 Q2	$36K	Hold	400	–	–	﹤0.01%	689
2015 Q1	$37K	Hold	400	–	–	﹤0.01%	671
2014 Q4	$35K	Hold	400	–	–	﹤0.01%	591
2014 Q3	$37K	Hold	400	–	–	﹤0.01%	648
2014 Q2	$37K	Hold	400	–	–	﹤0.01%	653
2014 Q1	$37K	Hold	400	–	–	﹤0.01%	643
2013 Q4	$39K	Sell	400 -52	-12%	-$4.89K	﹤0.01%	592
2013 Q3	$44K	Sell	452 -48	-10%	-$4.82K	﹤0.01%	579
2013 Q2	$52K	Buy	+500	New	+$55.6K	﹤0.01%	563

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Evercore Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q4 2015, closing a stake of 400 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in FMX in Q2 2013 and held it in 10 quarters. The position peaked at $52K in Q2 2013. 247 funds tracked by Wall St. Rank hold FMX as of Q4 2015.

Evercore Wealth Management reported no remaining Fomento Económico Mexicano position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 400 Fomento Económico Mexicano shares in Q4 2015, an estimated $36K.
Evercore Wealth Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Fomento Económico Mexicano position peaked at $52K in Q2 2013.
247 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2015.

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