GA
FMX icon

Geneva Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Geneva Advisors’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
2017
Q2 		$2.76M Buy
28,075
+9,435
+51% +$879K 0.05% 166
2017
Q1 		$1.65M Sell
18,640
-322
-2% -$26.2K 0.03% 251
2016
Q4 		$1.45M Sell
18,962
-981
-5% -$84K 0.03% 266
2016
Q3 		$1.84M Sell
19,943
-1,518
-7% -$140K 0.03% 214
2016
Q2 		$1.99M Sell
21,461
-1,405
-6% -$128K 0.04% 197
2016
Q1 		$2.2M Buy
22,866
+193
+0.9% +$17.6K 0.04% 176
2015
Q4 		$2.09M Buy
22,673
+16,480
+266% +$1.58M 0.04% 193
2015
Q3 		$553K Sell
6,193
-935
-13% -$83.1K 0.01% 376
2015
Q2 		$635K Sell
7,128
-183
-3% -$17K 0.01% 379
2015
Q1 		$684K Buy
7,311
+876
+14% +$78.1K 0.01% 357
2014
Q4 		$566K Sell
6,435
-3,380
-34% -$310K 0.01% 388
2014
Q3 		$903K Buy
9,815
+1,850
+23% +$176K 0.02% 326
2014
Q2 		$746K Buy
7,965
+5,180
+186% +$491K 0.01% 360
2014
Q1 		$260K Buy
+2,785
New +$249K ﹤0.01% 509

Other funds holding FMX

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneva Advisors's FMX Position: Q2 2017 in Review

Geneva Advisors increased its Fomento Económico Mexicano (FMX) stake by 51% in Q2 2017, buying an estimated $879K and bringing the position to 28,075 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #166.

Geneva Advisors first reported a position in FMX in Q1 2014 and has held it in 14 quarters since. 212 funds tracked by Wall St. Rank hold FMX as of Q2 2017.

  • Geneva Advisors held 28,075 shares of Fomento Económico Mexicano worth $2.76M as of Q2 2017.
  • Geneva Advisors bought 9,435 Fomento Económico Mexicano shares in Q2 2017, an estimated $879K.
  • Fomento Económico Mexicano made up 0.05% of Geneva Advisors's portfolio in Q2 2017, its #166 holding.
  • Geneva Advisors first reported a position in Fomento Económico Mexicano in Q1 2014 and has held it in 14 quarters since.
  • 212 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.