Everest Capital’s Fomento Económico Mexicano FMX Stock Holding History

Everest Capital’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 Q1	–	Sell	-11,500	Closed	-$1.01M	–	24
2014 Q4	$1.01M	Sell	11,500 -7,400	-39%	-$678K	0.16%	42
2014 Q3	$1.74M	Hold	18,900	–	–	0.23%	29
2014 Q2	$1.77M	Buy	+18,900	New	+$1.79M	0.37%	26

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Everest Capital's FMX Position: Q1 2015 in Review

Everest Capital sold out of Fomento Económico Mexicano (FMX) in Q1 2015, closing a stake of 11,500 shares — an estimated $1.01M sold.

Everest Capital first reported a position in FMX in Q2 2014 and held it in 3 quarters. The position peaked at $1.77M in Q2 2014. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2015.

Everest Capital reported no remaining Fomento Económico Mexicano position as of Q1 2015 after selling out during the quarter.
Everest Capital sold 11,500 Fomento Económico Mexicano shares in Q1 2015, an estimated $1.01M.
Everest Capital first reported a position in Fomento Económico Mexicano in Q2 2014 and held it in 3 quarters.
Everest Capital's Fomento Económico Mexicano position peaked at $1.77M in Q2 2014.
220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2015.

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