FineMark National Bank & Trust’s Fomento Económico Mexicano FMX Stock Holding History

FineMark National Bank & Trust’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
2019 Q3	–	Sell	-2,100	Closed	-$203K	–	380
2019 Q2	$203K	Buy	+2,100	New	+$203K	0.01%	343
2019 Q1	–	Sell	-2,521	Closed	-$217K	–	341
2018 Q4	$217K	Buy	2,521 +421	+20%	+$37.4K	0.01%	306
2018 Q3	$208K	Buy	+2,100	New	+$202K	0.01%	308
2013 Q3	–	Sell	-8	Closed	-$1K	–	1554
2013 Q2	$1K	Buy	+8	New	+$890	﹤0.01%	1328

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

FineMark National Bank & Trust's FMX Position: Q3 2019 in Review

FineMark National Bank & Trust sold out of Fomento Económico Mexicano (FMX) in Q3 2019, closing a stake of 2,100 shares — an estimated $203K sold.

FineMark National Bank & Trust first reported a position in FMX in Q2 2013 and held it in 4 quarters. The position peaked at $217K in Q4 2018. 257 funds tracked by Wall St. Rank hold FMX as of Q3 2019.

FineMark National Bank & Trust reported no remaining Fomento Económico Mexicano position as of Q3 2019 after selling out during the quarter.
FineMark National Bank & Trust sold 2,100 Fomento Económico Mexicano shares in Q3 2019, an estimated $203K.
FineMark National Bank & Trust first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 4 quarters.
FineMark National Bank & Trust's Fomento Económico Mexicano position peaked at $217K in Q4 2018.
257 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2019.

Based on FineMark National Bank & Trust's 13F filing for Q3 2019, filed 8 Nov 2019.