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Forward Management’s America Movil AMX Stock Holding History

Forward 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
2014
Q1 		– Sell
-51,500
Closed -$1.2M – 346
2013
Q4 		$1.2M Hold
51,500
– – 0.07% 130
2013
Q3 		$1.02M Sell
51,500
-49,000
-49% -$1.01M 0.07% 146
2013
Q2 		$2.19M Buy
+100,500
New +$2.06M 0.18% 97

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forward Management's AMX Position: Q1 2014 in Review

Forward Management sold out of America Movil (AMX) in Q1 2014, closing a stake of 51,500 shares — an estimated $1.2M sold.

Forward Management first reported a position in AMX in Q2 2013 and held it in 3 quarters. The position peaked at $2.19M in Q2 2013. 320 funds tracked by Wall St. Rank hold AMX as of Q1 2014.

  • Forward Management reported no remaining America Movil position as of Q1 2014 after selling out during the quarter.
  • Forward Management sold 51,500 America Movil shares in Q1 2014, an estimated $1.2M.
  • Forward Management first reported a position in America Movil in Q2 2013 and held it in 3 quarters.
  • Forward Management's America Movil position peaked at $2.19M in Q2 2013.
  • 320 funds tracked by Wall St. Rank held America Movil as of Q1 2014.

Based on Forward Management's 13F filing for Q1 2014, filed 8 May 2014.