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IBEX Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-45
Closed -$3K – 174
2016
Q4 		$3K Buy
+45
New +$3.85K ﹤0.01% 413

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Morgan Stanley
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's FMX Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Fomento Económico Mexicano (FMX) in Q1 2017, closing a stake of 45 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in FMX in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 227 funds tracked by Wall St. Rank hold FMX as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Fomento Económico Mexicano position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 45 Fomento Económico Mexicano shares in Q1 2017, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Fomento Económico Mexicano in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Fomento Económico Mexicano position peaked at $3K in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.