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Investment House LLC’s Fomento Económico Mexicano FMX Stock Holding History

Investment House LLC’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
Q1 		– Sell
-2,805
Closed -$265K – 186
2019
Q4 		$265K Sell
2,805
-875
-24% -$80.4K 0.02% 196
2019
Q3 		$337K Hold
3,680
– – 0.03% 161
2019
Q2 		$356K Hold
3,680
– – 0.04% 155
2019
Q1 		$340K Sell
3,680
-240
-6% -$21.9K 0.04% 155
2018
Q4 		$337K Hold
3,920
– – 0.04% 144
2018
Q3 		$388K Hold
3,920
– – 0.04% 148
2018
Q2 		$344K Sell
3,920
-605
-13% -$53.4K 0.04% 157
2018
Q1 		$414K Hold
4,525
– – 0.05% 143
2017
Q4 		$425K Sell
4,525
-1,640
-27% -$150K 0.05% 143
2017
Q3 		$589K Hold
6,165
– – 0.08% 129
2017
Q2 		$606K Hold
6,165
– – 0.08% 130
2017
Q1 		$546K Sell
6,165
-375
-6% -$30.5K 0.08% 136
2016
Q4 		$498K Sell
6,540
-125
-2% -$10.7K 0.08% 130
2016
Q3 		$613K Sell
6,665
-2,150
-24% -$198K 0.09% 128
2016
Q2 		$815K Sell
8,815
-400
-4% -$36.6K 0.13% 111
2016
Q1 		$887K Hold
9,215
– – 0.14% 104
2015
Q4 		$851K Sell
9,215
-975
-10% -$93.7K 0.14% 102
2015
Q3 		$909K Sell
10,190
-980
-9% -$87.1K 0.16% 103
2015
Q2 		$995K Sell
11,170
-150
-1% -$13.9K 0.16% 103
2015
Q1 		$1.06M Sell
11,320
-725
-6% -$64.7K 0.17% 100
2014
Q4 		$1.06M Sell
12,045
-330
-3% -$30.2K 0.17% 102
2014
Q3 		$1.14M Hold
12,375
– – 0.19% 99
2014
Q2 		$1.16M Hold
12,375
– – 0.2% 96
2014
Q1 		$1.15M Buy
12,375
+100
+0.8% +$8.95K 0.2% 97
2013
Q4 		$1.2M Buy
12,275
+180
+1% +$16.9K 0.22% 90
2013
Q3 		$1.17M Sell
12,095
-100
-0.8% -$10K 0.24% 85
2013
Q2 		$1.26M Buy
+12,195
New +$1.36M 0.27% 82

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Investment House LLC's FMX Position: Q1 2020 in Review

Investment House LLC sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 2,805 shares — an estimated $265K sold.

Investment House LLC first reported a position in FMX in Q2 2013 and held it in 27 quarters. The position peaked at $1.26M in Q2 2013. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

  • Investment House LLC reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
  • Investment House LLC sold 2,805 Fomento Económico Mexicano shares in Q1 2020, an estimated $265K.
  • Investment House LLC first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 27 quarters.
  • Investment House LLC's Fomento Económico Mexicano position peaked at $1.26M in Q2 2013.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.