Invictus RG’s Coca-Cola Femsa KOF Stock Holding History

Invictus RG’s Portfolio KOF Stock Details KOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,099	Closed	-$178K	–	607
2017 Q2	$178K	Buy	+2,099	New	+$164K	0.13%	293

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Invictus RG's KOF Position: Q3 2017 in Review

Invictus RG sold out of Coca-Cola Femsa (KOF) in Q3 2017, closing a stake of 2,099 shares — an estimated $178K sold.

Invictus RG first reported a position in KOF in Q2 2017 and held it in 1 quarter. The position peaked at $178K in Q2 2017. 108 funds tracked by Wall St. Rank hold KOF as of Q3 2017.

Invictus RG reported no remaining Coca-Cola Femsa position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 2,099 Coca-Cola Femsa shares in Q3 2017, an estimated $178K.
Invictus RG first reported a position in Coca-Cola Femsa in Q2 2017 and held it in 1 quarter.
Invictus RG's Coca-Cola Femsa position peaked at $178K in Q2 2017.
108 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.