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Everest Capital’s Cemex CX Stock Holding History

Everest Capital’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,982,834
Closed -$18M – 18
2014
Q4 		$18M Sell
1,982,834
-78,759
-4% -$819K 2.77% 11
2014
Q3 		$23.9M Hold
2,061,593
– – 3.16% 8
2014
Q2 		$24.2M Sell
2,061,593
-2
-0% -$23 5.09% 8
2014
Q1 		$22.3M Sell
2,061,595
-2,888,002
-58% -$31.1M 5.28% 7
2013
Q4 		$50.1M Sell
4,949,597
-10,968,828
-69% -$103M 8.48% 3
2013
Q3 		$152M Buy
15,918,425
+2,183,785
+16% +$21.5M 26.45% 1
2013
Q2 		$124M Buy
+13,734,640
New +$132M 18.31% 2

Other funds holding CX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Everest Capital's CX Position: Q1 2015 in Review

Everest Capital sold out of Cemex (CX) in Q1 2015, closing a stake of 1,982,834 shares — an estimated $18M sold.

Everest Capital first reported a position in CX in Q2 2013 and held it in 7 quarters. The position peaked at $152M in Q3 2013. 242 funds tracked by Wall St. Rank hold CX as of Q1 2015.

  • Everest Capital reported no remaining Cemex position as of Q1 2015 after selling out during the quarter.
  • Everest Capital sold 1,982,834 Cemex shares in Q1 2015, an estimated $18M.
  • Everest Capital first reported a position in Cemex in Q2 2013 and held it in 7 quarters.
  • Everest Capital's Cemex position peaked at $152M in Q3 2013.
  • 242 funds tracked by Wall St. Rank held Cemex as of Q1 2015.

Based on Everest Capital's 13F filing for Q1 2015, filed 15 May 2015.