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Forward Management’s Fomento Económico Mexicano FMX Stock Holding History

Forward Management’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
2018
Q4 		– Sell
-8,985
Closed -$888K – 76
2018
Q3 		$888K Sell
8,985
-3,145
-26% -$303K 0.15% 73
2018
Q2 		$1.06M Sell
12,130
-1,101
-8% -$97.2K 0.18% 81
2018
Q1 		$1.21M Buy
13,231
+174
+1% +$16.3K 0.18% 78
2017
Q4 		$1.23M Sell
13,057
-296
-2% -$27K 0.14% 88
2017
Q3 		$1.28M Buy
13,353
+2,108
+19% +$210K 0.14% 90
2017
Q2 		$1.11M Sell
11,245
-1,865
-14% -$174K 0.09% 108
2017
Q1 		$1.16M Sell
13,110
-2,350
-15% -$191K 0.1% 104
2016
Q4 		$1.18M Sell
15,460
-20,900
-57% -$1.79M 0.08% 126
2016
Q3 		$3.35M Sell
36,360
-715
-2% -$65.9K 0.25% 55
2016
Q2 		$3.43M Buy
37,075
+4,469
+14% +$409K 0.29% 50
2016
Q1 		$3.14M Sell
32,606
-22,313
-41% -$2.04M 0.26% 57
2015
Q4 		$5.07M Buy
54,919
+3,734
+7% +$359K 0.43% 48
2015
Q3 		$4.57M Sell
51,185
-2,818
-5% -$251K 0.37% 51
2015
Q2 		$4.81M Sell
54,003
-158
-0.3% -$14.7K 0.3% 56
2015
Q1 		$5.06M Buy
54,161
+6,633
+14% +$592K 0.3% 59
2014
Q4 		$4.18M Sell
47,528
-1,340
-3% -$123K 0.23% 68
2014
Q3 		$4.5M Sell
48,868
-6,505
-12% -$621K 0.27% 62
2014
Q2 		$5.19M Buy
55,373
+13,974
+34% +$1.33M 0.3% 53
2014
Q1 		$3.86M Sell
41,399
-19,563
-32% -$1.75M 0.22% 64
2013
Q4 		$5.96M Buy
60,962
+12,682
+26% +$1.19M 0.36% 55
2013
Q3 		$4.69M Buy
48,280
+7,782
+19% +$782K 0.3% 56
2013
Q2 		$4.18M Buy
+40,498
New +$4.5M 0.34% 61

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forward Management's FMX Position: Q4 2018 in Review

Forward Management sold out of Fomento Económico Mexicano (FMX) in Q4 2018, closing a stake of 8,985 shares — an estimated $888K sold.

Forward Management first reported a position in FMX in Q2 2013 and held it in 22 quarters. The position peaked at $5.96M in Q4 2013. 250 funds tracked by Wall St. Rank hold FMX as of Q4 2018.

  • Forward Management reported no remaining Fomento Económico Mexicano position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 8,985 Fomento Económico Mexicano shares in Q4 2018, an estimated $888K.
  • Forward Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 22 quarters.
  • Forward Management's Fomento Económico Mexicano position peaked at $5.96M in Q4 2013.
  • 250 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.