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Gupta Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Gupta Wealth 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
2016
Q1 		$2K Hold
17
– – ﹤0.01% 1058
2015
Q4 		$2K Buy
+17
New +$1.63K ﹤0.01% 1118

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Gupta Wealth Management's FMX Position: Q1 2016 in Review

Gupta Wealth Management held its Fomento Económico Mexicano (FMX) position steady in Q1 2016 at 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Gupta Wealth Management first reported a position in FMX in Q4 2015 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold FMX as of Q1 2016.

  • Gupta Wealth Management held 17 shares of Fomento Económico Mexicano worth $2K as of Q1 2016.
  • Gupta Wealth Management left its Fomento Económico Mexicano share count unchanged in Q1 2016.
  • Fomento Económico Mexicano made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1058 holding.
  • Gupta Wealth Management first reported a position in Fomento Económico Mexicano in Q4 2015 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.