IWC
AMOV

Integrated Wealth Counsel’s America Movil SAB de CV AMOV Stock Holding History

Integrated Wealth Counsel’s Portfolio AMOV Stock Details AMOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,908
Closed -$36K – 160
2014
Q1 		$36K Hold
1,908
– – 0.03% 109
2013
Q4 		$42K Hold
1,908
– – 0.03% 104
2013
Q3 		$36.1K Hold
1,908
– – 0.03% 114
2013
Q2 		$38K Buy
+1,908
New +$36.7K 0.03% 114

Other funds holding AMOV

B
BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OL
OTA LLC Purchase, New York $75.4M AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Counsel's AMOV Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of America Movil SAB de CV (AMOV) in Q2 2014, closing a stake of 1,908 shares — an estimated $36K sold.

Integrated Wealth Counsel first reported a position in AMOV in Q2 2013 and held it in 4 quarters. The position peaked at $42K in Q4 2013. 28 funds tracked by Wall St. Rank hold AMOV as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining America Movil SAB de CV position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 1,908 America Movil SAB de CV shares in Q2 2014, an estimated $36K.
  • Integrated Wealth Counsel first reported a position in America Movil SAB de CV in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's America Movil SAB de CV position peaked at $42K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held America Movil SAB de CV as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.