Everett Harris & Co’s Fomento Económico Mexicano FMX Stock Holding History

Everett Harris & Co’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
2014 Q1	–	Sell	-7,440	Closed	-$728K	–	232
2013 Q4	$728K	Buy	7,440 +75	+1%	+$7.05K	0.03%	123
2013 Q3	$715K	Sell	7,365 -200	-3%	-$20.1K	0.03%	118
2013 Q2	$781K	Buy	+7,565	New	+$841K	0.03%	118

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Everett Harris & Co's FMX Position: Q1 2014 in Review

Everett Harris & Co sold out of Fomento Económico Mexicano (FMX) in Q1 2014, closing a stake of 7,440 shares — an estimated $728K sold.

Everett Harris & Co first reported a position in FMX in Q2 2013 and held it in 3 quarters. The position peaked at $781K in Q2 2013. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2014.

Everett Harris & Co reported no remaining Fomento Económico Mexicano position as of Q1 2014 after selling out during the quarter.
Everett Harris & Co sold 7,440 Fomento Económico Mexicano shares in Q1 2014, an estimated $728K.
Everett Harris & Co first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 3 quarters.
Everett Harris & Co's Fomento Económico Mexicano position peaked at $781K in Q2 2013.
220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2014.

Based on Everett Harris & Co's 13F filing for Q1 2014, filed 19 May 2014.