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Financial Architects (New Jersey)’s Fomento Económico Mexicano FMX Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-10
Closed -$1K – 470
2015
Q2 		$1K Buy
+10
New +$927 ﹤0.01% 1154
2015
Q1 		– Sell
-36
Closed -$3K – 966
2014
Q4 		$3K Buy
+36
New +$3.3K ﹤0.01% 900

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Architects (New Jersey)'s FMX Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Fomento Económico Mexicano (FMX) in Q3 2015, closing a stake of 10 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in FMX in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 229 funds tracked by Wall St. Rank hold FMX as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Fomento Económico Mexicano position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 10 Fomento Económico Mexicano shares in Q3 2015, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Fomento Económico Mexicano position peaked at $3K in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.