FineMark National Bank & Trust’s America Movil AMX Stock Holding History

FineMark National Bank & Trust’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,737	Closed	-$78K	–	1346
2015 Q3	$78K	Sell	4,737 -415	-8%	-$7.78K	0.01%	514
2015 Q2	$110K	Sell	5,152 -48	-0.9%	-$1.01K	0.01%	465
2015 Q1	$106K	Sell	5,200 -896	-15%	-$19.2K	0.01%	475
2014 Q4	$135K	Hold	6,096	–	–	0.02%	430
2014 Q3	$154K	Buy	6,096 +2,996	+97%	+$72.1K	0.02%	381
2014 Q2	$64K	Hold	3,100	–	–	0.01%	566
2014 Q1	$62K	Hold	3,100	–	–	0.01%	563
2013 Q4	$72K	Sell	3,100 -600	-16%	-$13.1K	0.01%	499
2013 Q3	$73K	Sell	3,700 -185	-5%	-$3.81K	0.02%	486
2013 Q2	$84K	Buy	+3,885	New	+$79.5K	0.03%	435

Other funds holding AMX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

FineMark National Bank & Trust's AMX Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of America Movil (AMX) in Q4 2015, closing a stake of 4,737 shares — an estimated $78K sold.

FineMark National Bank & Trust first reported a position in AMX in Q2 2013 and held it in 10 quarters. The position peaked at $154K in Q3 2014. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2015.

FineMark National Bank & Trust reported no remaining America Movil position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 4,737 America Movil shares in Q4 2015, an estimated $78K.
FineMark National Bank & Trust first reported a position in America Movil in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's America Movil position peaked at $154K in Q3 2014.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.