Greenleaf Trust’s Cemex CX Stock Holding History

Greenleaf Trust’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
2017 Q4	–	Sell	-10,441	Closed	-$95K	–	690
2017 Q3	$95K	Hold	10,441	–	–	﹤0.01%	404
2017 Q2	$98K	Sell	10,441 -1	-0%	-$9	﹤0.01%	365
2017 Q1	$91K	Buy	+10,442	New	+$87.8K	﹤0.01%	313

Other funds holding CX

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

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

BIP

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

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Greenleaf Trust's CX Position: Q4 2017 in Review

Greenleaf Trust sold out of Cemex (CX) in Q4 2017, closing a stake of 10,441 shares — an estimated $95K sold.

Greenleaf Trust first reported a position in CX in Q1 2017 and held it in 3 quarters. The position peaked at $98K in Q2 2017. 288 funds tracked by Wall St. Rank hold CX as of Q4 2017.

Greenleaf Trust reported no remaining Cemex position as of Q4 2017 after selling out during the quarter.
Greenleaf Trust sold 10,441 Cemex shares in Q4 2017, an estimated $95K.
Greenleaf Trust first reported a position in Cemex in Q1 2017 and held it in 3 quarters.
Greenleaf Trust's Cemex position peaked at $98K in Q2 2017.
288 funds tracked by Wall St. Rank held Cemex as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.