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Greenleaf Trust’s America Movil AMX Stock Holding History

Greenleaf Trust’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
2020
Q1 		– Sell
-10,387
Closed -$166K – 498
2019
Q4 		$166K Sell
10,387
-1,126
-10% -$17.6K ﹤0.01% 533
2019
Q3 		$171K Sell
11,513
-528
-4% -$7.57K ﹤0.01% 532
2019
Q2 		$175K Hold
12,041
– – ﹤0.01% 518
2019
Q1 		$172K Hold
12,041
– – ﹤0.01% 508
2018
Q4 		$172K Buy
+12,041
New +$173K ﹤0.01% 468

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenleaf Trust's AMX Position: Q1 2020 in Review

Greenleaf Trust sold out of America Movil (AMX) in Q1 2020, closing a stake of 10,387 shares — an estimated $166K sold.

Greenleaf Trust first reported a position in AMX in Q4 2018 and held it in 5 quarters. The position peaked at $175K in Q2 2019. 276 funds tracked by Wall St. Rank hold AMX as of Q1 2020.

  • Greenleaf Trust reported no remaining America Movil position as of Q1 2020 after selling out during the quarter.
  • Greenleaf Trust sold 10,387 America Movil shares in Q1 2020, an estimated $166K.
  • Greenleaf Trust first reported a position in America Movil in Q4 2018 and held it in 5 quarters.
  • Greenleaf Trust's America Movil position peaked at $175K in Q2 2019.
  • 276 funds tracked by Wall St. Rank held America Movil as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.