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Integrated Wealth Counsel’s America Movil AMX Stock Holding History

Integrated Wealth Counsel’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,692
Closed -$54K – 93
2014
Q1 		$54K Hold
2,692
– – 0.04% 93
2013
Q4 		$63K Hold
2,692
– – 0.05% 89
2013
Q3 		$53.3K Hold
2,692
– – 0.04% 95
2013
Q2 		$59K Buy
+2,692
New +$55.1K 0.04% 96

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Counsel sold out of America Movil (AMX) in Q2 2014, closing a stake of 2,692 shares — an estimated $54K sold.

Integrated Wealth Counsel first reported a position in AMX in Q2 2013 and held it in 4 quarters. The position peaked at $63K in Q4 2013. 310 funds tracked by Wall St. Rank hold AMX as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining America Movil position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 2,692 America Movil shares in Q2 2014, an estimated $54K.
  • Integrated Wealth Counsel first reported a position in America Movil in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's America Movil position peaked at $63K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held America Movil as of Q2 2014.

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