Focused Wealth Management’s America Movil AMX Stock Holding History

Focused Wealth Management’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
2016 Q3	–	Sell	-1,440	Closed	-$18K	–	658
2016 Q2	$18K	Hold	1,440	–	–	0.01%	363
2016 Q1	$22K	Sell	1,440 -337	-19%	-$4.66K	0.01%	285
2015 Q4	$25K	Sell	1,777 -1,430	-45%	-$23.3K	0.01%	295
2015 Q3	$53K	Sell	3,207 -426	-12%	-$7.99K	0.03%	189
2015 Q2	$77K	Hold	3,633	–	–	0.05%	159
2015 Q1	$74K	Hold	3,633	–	–	0.05%	170
2014 Q4	$81K	Buy	3,633 +6	+0.2%	+$140	0.06%	151
2014 Q3	$91K	Buy	3,627 +5	+0.1%	+$120	0.07%	142
2014 Q2	$75K	Hold	3,622	–	–	0.06%	157
2014 Q1	$72K	Hold	3,622	–	–	0.06%	147
2013 Q4	$85K	Buy	3,622 +6	+0.2%	+$131	0.07%	139
2013 Q3	$72K	Buy	+3,616	New	+$74.4K	0.07%	139

Other funds holding AMX

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

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

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

WGI

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

MNA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

BIP

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Focused Wealth Management's AMX Position: Q3 2016 in Review

Focused Wealth Management sold out of America Movil (AMX) in Q3 2016, closing a stake of 1,440 shares — an estimated $18K sold.

Focused Wealth Management first reported a position in AMX in Q3 2013 and held it in 12 quarters. The position peaked at $91K in Q3 2014. 253 funds tracked by Wall St. Rank hold AMX as of Q3 2016.

Focused Wealth Management reported no remaining America Movil position as of Q3 2016 after selling out during the quarter.
Focused Wealth Management sold 1,440 America Movil shares in Q3 2016, an estimated $18K.
Focused Wealth Management first reported a position in America Movil in Q3 2013 and held it in 12 quarters.
Focused Wealth Management's America Movil position peaked at $91K in Q3 2014.
253 funds tracked by Wall St. Rank held America Movil as of Q3 2016.

Based on Focused Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.