Integrated Wealth Management (Palm Desert)’s America Movil AMX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-99	Closed	-$1K	–	269
2016 Q3	$1K	Hold	99	–	–	﹤0.01%	1125
2016 Q2	$1K	Hold	99	–	–	﹤0.01%	1147
2016 Q1	$2K	Sell	99 -36	-27%	-$497	﹤0.01%	974
2015 Q4	$2K	Sell	135 -993	-88%	-$16.2K	﹤0.01%	1062
2015 Q3	$19K	Hold	1,128	–	–	0.01%	589
2015 Q2	$24K	Sell	1,128 -4	-0.4%	-$84	0.01%	549
2015 Q1	$23K	Buy	+1,132	New	+$24.2K	0.01%	527

Other funds holding AMX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of America Movil (AMX) in Q4 2016, closing a stake of 99 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AMX in Q1 2015 and held it in 7 quarters. The position peaked at $24K in Q2 2015. 251 funds tracked by Wall St. Rank hold AMX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining America Movil position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 99 America Movil shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in America Movil in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s America Movil position peaked at $24K in Q2 2015.
251 funds tracked by Wall St. Rank held America Movil as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.