Institutional & Family Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-19	Closed	-$1K	–	852
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	770
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	732
2019 Q4	$2K	Sell	19 -11	-37%	-$1.01K	﹤0.01%	735
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	624
2019 Q2	$3K	Sell	30 -5	-14%	-$484	﹤0.01%	657
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	654
2018 Q4	$3K	Sell	35 -4	-10%	-$355	﹤0.01%	639
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	638
2018 Q2	$3K	Buy	39 +5	+15%	+$442	﹤0.01%	664
2018 Q1	$3K	Buy	+34	New	+$3.19K	﹤0.01%	659

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Institutional & Family Asset Management's FMX Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Fomento Económico Mexicano (FMX) in Q3 2020, closing a stake of 19 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in FMX in Q1 2018 and held it in 10 quarters. The position peaked at $4K in Q3 2018. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2020.

Institutional & Family Asset Management reported no remaining Fomento Económico Mexicano position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 19 Fomento Económico Mexicano shares in Q3 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Fomento Económico Mexicano in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Fomento Económico Mexicano position peaked at $4K in Q3 2018.
213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.