Integrated Wealth Management (Palm Desert)’s Fomento Económico Mexicano FMX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q1	–	Sell	-13	Closed	-$1K	–	1235
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	1182
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	1196
2015 Q2	$1K	Sell	13 -5	-28%	-$464	﹤0.01%	1230
2015 Q1	$1K	Buy	+18	New	+$1.61K	﹤0.01%	1175

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FMX Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Fomento Económico Mexicano (FMX) in Q1 2016, closing a stake of 13 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FMX in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 242 funds tracked by Wall St. Rank hold FMX as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Fomento Económico Mexicano position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 13 Fomento Económico Mexicano shares in Q1 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Fomento Económico Mexicano in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Fomento Económico Mexicano position peaked at $1K in Q4 2015.
242 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.