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Freedom Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Freedom Investment 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
2020
Q1 		– Sell
-3,060
Closed -$289K – 685
2019
Q4 		$289K Buy
3,060
+703
+30% +$64.6K 0.03% 494
2019
Q3 		$216K Sell
2,357
-1,224
-34% -$113K 0.02% 613
2019
Q2 		$346K Buy
3,581
+632
+21% +$61.2K 0.03% 474
2019
Q1 		$272K Sell
2,949
-81
-3% -$7.39K 0.02% 539
2018
Q4 		$261K Sell
3,030
-2,948
-49% -$262K 0.02% 623
2018
Q3 		$563K Buy
5,978
+1,759
+42% +$169K 0.04% 482
2018
Q2 		$370K Sell
4,219
-304
-7% -$26.8K 0.02% 678
2018
Q1 		$414K Sell
4,523
-312
-6% -$29.2K 0.02% 719
2017
Q4 		$454K Sell
4,835
-3,387
-41% -$309K 0.02% 673
2017
Q3 		$785K Buy
8,222
+2,728
+50% +$272K 0.04% 424
2017
Q2 		$540K Sell
5,494
-37
-0.7% -$3.45K 0.03% 538
2017
Q1 		$490K Sell
5,531
-1,365
-20% -$111K 0.03% 550
2016
Q4 		$526K Sell
6,896
-1,812
-21% -$155K 0.03% 466
2016
Q3 		$801K Sell
8,708
-1,523
-15% -$140K 0.05% 308
2016
Q2 		$946K Sell
10,231
-1,972
-16% -$180K 0.06% 230
2016
Q1 		$1.18M Sell
12,203
-3,288
-21% -$300K 0.09% 173
2015
Q4 		$1.43M Buy
15,491
+3,011
+24% +$289K 0.11% 138
2015
Q3 		$154K Buy
12,480
+4,438
+55% +$395K 0.02% 635
2015
Q2 		$716K Buy
8,042
+813
+11% +$75.4K 0.07% 240
2015
Q1 		$676K Sell
7,229
-477
-6% -$42.5K 0.07% 225
2014
Q4 		$678K Buy
7,706
+636
+9% +$58.2K 0.09% 209
2014
Q3 		$651K Buy
+7,070
New +$675K 0.11% 176
2014
Q1 		– Sell
-3,814
Closed -$373K – 450
2013
Q4 		$373K Buy
+3,814
New +$359K 0.09% 226

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Freedom Investment Management's FMX Position: Q1 2020 in Review

Freedom Investment Management sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 3,060 shares — an estimated $289K sold.

Freedom Investment Management first reported a position in FMX in Q4 2013 and held it in 23 quarters. The position peaked at $1.43M in Q4 2015. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

  • Freedom Investment Management reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 3,060 Fomento Económico Mexicano shares in Q1 2020, an estimated $289K.
  • Freedom Investment Management first reported a position in Fomento Económico Mexicano in Q4 2013 and held it in 23 quarters.
  • Freedom Investment Management's Fomento Económico Mexicano position peaked at $1.43M in Q4 2015.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.