HighTower Trust’s Fomento Económico Mexicano FMX Stock Holding History

HighTower Trust’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 Q3	–	Sell	-2,805	Closed	-$276K	–	104
2017 Q2	$276K	Sell	2,805 -260	-8%	-$24.2K	0.03%	127
2017 Q1	$271K	Sell	3,065 -10	-0.3%	-$815	0.03%	136
2016 Q4	$234K	Hold	3,075	–	–	0.03%	137
2016 Q3	$283K	Hold	3,075	–	–	0.03%	126
2016 Q2	$284K	Buy	3,075 +120	+4%	+$11K	0.03%	127
2016 Q1	$285K	Buy	2,955 +20	+0.7%	+$1.83K	0.04%	116
2015 Q4	$271K	Buy	+2,935	New	+$282K	0.04%	128

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Trust's FMX Position: Q3 2017 in Review

HighTower Trust sold out of Fomento Económico Mexicano (FMX) in Q3 2017, closing a stake of 2,805 shares — an estimated $276K sold.

HighTower Trust first reported a position in FMX in Q4 2015 and held it in 7 quarters. The position peaked at $285K in Q1 2016. 217 funds tracked by Wall St. Rank hold FMX as of Q3 2017.

HighTower Trust reported no remaining Fomento Económico Mexicano position as of Q3 2017 after selling out during the quarter.
HighTower Trust sold 2,805 Fomento Económico Mexicano shares in Q3 2017, an estimated $276K.
HighTower Trust first reported a position in Fomento Económico Mexicano in Q4 2015 and held it in 7 quarters.
HighTower Trust's Fomento Económico Mexicano position peaked at $285K in Q1 2016.
217 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2017.

Based on HighTower Trust's 13F filing for Q3 2017, filed 14 Nov 2017.