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Institute for Wealth Management’s Cemex CX Stock Holding History

Institute for Wealth Management’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
-14,171
Closed -$129K – 399
2017
Q3 		$129K Buy
14,171
+1,925
+16% +$18.3K 0.04% 247
2017
Q2 		$115K Buy
+12,246
New +$108K 0.03% 398

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Institute for Wealth Management's CX Position: Q4 2017 in Review

Institute for Wealth Management sold out of Cemex (CX) in Q4 2017, closing a stake of 14,171 shares — an estimated $129K sold.

Institute for Wealth Management first reported a position in CX in Q2 2017 and held it in 2 quarters. The position peaked at $129K in Q3 2017. 288 funds tracked by Wall St. Rank hold CX as of Q4 2017.

  • Institute for Wealth Management reported no remaining Cemex position as of Q4 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 14,171 Cemex shares in Q4 2017, an estimated $129K.
  • Institute for Wealth Management first reported a position in Cemex in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Cemex position peaked at $129K in Q3 2017.
  • 288 funds tracked by Wall St. Rank held Cemex as of Q4 2017.

Based on Institute for Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.