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IRON Financial’s Cemex CX Stock Holding History

IRON Financial’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,351
Closed -$88K – 88
2016
Q4 		$88K Sell
11,351
-1,407
-11% -$11.2K 0.06% 73
2016
Q3 		$97K Sell
12,758
-623
-5% -$4.59K 0.12% 68
2016
Q2 		$79K Buy
+13,381
New +$85.7K 0.1% 65
2015
Q1 		– Sell
-7,830
Closed -$709 – 76
2014
Q4 		$709 Buy
+7,830
New +$81.4K 0.07% 81

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IRON Financial's CX Position: Q1 2017 in Review

IRON Financial sold out of Cemex (CX) in Q1 2017, closing a stake of 11,351 shares — an estimated $88K sold.

IRON Financial first reported a position in CX in Q4 2014 and held it in 4 quarters. The position peaked at $97K in Q3 2016. 290 funds tracked by Wall St. Rank hold CX as of Q1 2017.

  • IRON Financial reported no remaining Cemex position as of Q1 2017 after selling out during the quarter.
  • IRON Financial sold 11,351 Cemex shares in Q1 2017, an estimated $88K.
  • IRON Financial first reported a position in Cemex in Q4 2014 and held it in 4 quarters.
  • IRON Financial's Cemex position peaked at $97K in Q3 2016.
  • 290 funds tracked by Wall St. Rank held Cemex as of Q1 2017.

Based on IRON Financial's 13F filing for Q1 2017, filed 2 May 2017.