Fusion Family Wealth’s Cemex CX Stock Holding History

Fusion Family Wealth’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-57	Closed	-$1K	–	174
2018 Q4	$1K	Hold	57	–	–	﹤0.01%	232
2018 Q3	$1K	Hold	57	–	–	﹤0.01%	248
2018 Q2	$1K	Hold	57	–	–	﹤0.01%	270
2018 Q1	$1K	Hold	57	–	–	﹤0.01%	253
2017 Q4	$1K	Buy	+57	New	+$451	﹤0.01%	266
2017 Q3	–	Sell	-57	Closed	-$1K	–	243
2017 Q2	$1K	Sell	57 -1	-2%	-$9	﹤0.01%	264
2017 Q1	$1K	Buy	+58	New	+$488	﹤0.01%	287

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIP

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fusion Family Wealth's CX Position: Q1 2019 in Review

Fusion Family Wealth sold out of Cemex (CX) in Q1 2019, closing a stake of 57 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in CX in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q4 2018. 266 funds tracked by Wall St. Rank hold CX as of Q1 2019.

Fusion Family Wealth reported no remaining Cemex position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 57 Cemex shares in Q1 2019, an estimated $1K.
Fusion Family Wealth first reported a position in Cemex in Q1 2017 and held it in 7 quarters.
Fusion Family Wealth's Cemex position peaked at $1K in Q4 2018.
266 funds tracked by Wall St. Rank held Cemex as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.