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Howe & Rusling’s Fomento Económico Mexicano FMX Stock Holding History

Howe & Rusling’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
2019
Q1 		– Sell
-70
Closed -$6K – 837
2018
Q4 		$6K Hold
70
– – ﹤0.01% 507
2018
Q3 		$7K Hold
70
– – ﹤0.01% 559
2018
Q2 		$6K Hold
70
– – ﹤0.01% 528
2018
Q1 		$6K Sell
70
-1,231
-95% -$115K ﹤0.01% 573
2017
Q4 		$122K Hold
1,301
– – 0.02% 226
2017
Q3 		$124K Hold
1,301
– – 0.02% 218
2017
Q2 		$128K Hold
1,301
– – 0.03% 176
2017
Q1 		$115K Buy
1,301
+966
+288% +$78.7K 0.02% 188
2016
Q4 		$26K Sell
335
-421
-56% -$36K 0.01% 327
2016
Q3 		$70K Buy
756
+238
+46% +$21.9K 0.02% 230
2016
Q2 		$48K Hold
518
– – 0.01% 251
2016
Q1 		$50K Buy
518
+108
+26% +$9.87K 0.01% 274
2015
Q4 		$38K Hold
410
– – 0.01% 305
2015
Q3 		$37K Buy
410
+10
+3% +$889 0.01% 307
2015
Q2 		$36K Hold
400
– – 0.01% 330
2015
Q1 		$37K Hold
400
– – 0.01% 317
2014
Q4 		$35K Buy
400
+24
+6% +$2.2K 0.01% 317
2014
Q3 		$35K Hold
376
– – 0.01% 323
2014
Q2 		$35K Sell
376
-209
-36% -$19.8K 0.01% 333
2014
Q1 		$55K Buy
585
+228
+64% +$20.4K 0.01% 308
2013
Q4 		$35K Sell
357
-366
-51% -$34.4K 0.01% 336
2013
Q3 		$71K Sell
723
-1,589
-69% -$160K 0.03% 252
2013
Q2 		$239K Buy
+2,312
New +$257K 0.07% 146

Other funds holding FMX

Aberdeen Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howe & Rusling's FMX Position: Q1 2019 in Review

Howe & Rusling sold out of Fomento Económico Mexicano (FMX) in Q1 2019, closing a stake of 70 shares — an estimated $6K sold.

Howe & Rusling first reported a position in FMX in Q2 2013 and held it in 23 quarters. The position peaked at $239K in Q2 2013. 262 funds tracked by Wall St. Rank hold FMX as of Q1 2019.

  • Howe & Rusling reported no remaining Fomento Económico Mexicano position as of Q1 2019 after selling out during the quarter.
  • Howe & Rusling sold 70 Fomento Económico Mexicano shares in Q1 2019, an estimated $6K.
  • Howe & Rusling first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 23 quarters.
  • Howe & Rusling's Fomento Económico Mexicano position peaked at $239K in Q2 2013.
  • 262 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.