EWM
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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 $18B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return