JMFC
FMX icon

J.M. Forbes & Co’s Fomento Económico Mexicano FMX Stock Holding History

J.M. Forbes & Co’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
Q2 		– Sell
-54,171
Closed -$5.22M – 103
2016
Q1 		$5.22M Buy
54,171
+1,327
+3% +$121K 1.49% 35
2015
Q4 		$4.88M Sell
52,844
-342
-0.6% -$32.9K 1.31% 37
2015
Q3 		$4.75M Sell
53,186
-149
-0.3% -$13.2K 1.35% 37
2015
Q2 		$4.75M Sell
53,335
-1,154
-2% -$107K 1.28% 38
2015
Q1 		$5.09M Sell
54,489
-1,086
-2% -$96.9K 1.35% 36
2014
Q4 		$4.9M Buy
55,575
+72
+0.1% +$6.59K 1.28% 37
2014
Q3 		$5.11M Sell
55,503
-360
-0.6% -$34.3K 1.29% 35
2014
Q2 		$5.23M Buy
55,863
+270
+0.5% +$25.6K 1.3% 37
2014
Q1 		$5.18M Sell
55,593
-856
-2% -$76.6K 1.35% 37
2013
Q4 		$5.52M Buy
56,449
+758
+1% +$71.3K 1.4% 37
2013
Q3 		$5.41M Buy
55,691
+855
+2% +$85.9K 1.53% 32
2013
Q2 		$5.66M Buy
+54,836
New +$6.1M 1.69% 26

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

J.M. Forbes & Co's FMX Position: Q2 2016 in Review

J.M. Forbes & Co sold out of Fomento Económico Mexicano (FMX) in Q2 2016, closing a stake of 54,171 shares — an estimated $5.22M sold.

J.M. Forbes & Co first reported a position in FMX in Q2 2013 and held it in 12 quarters. The position peaked at $5.66M in Q2 2013. 236 funds tracked by Wall St. Rank hold FMX as of Q2 2016.

  • J.M. Forbes & Co reported no remaining Fomento Económico Mexicano position as of Q2 2016 after selling out during the quarter.
  • J.M. Forbes & Co sold 54,171 Fomento Económico Mexicano shares in Q2 2016, an estimated $5.22M.
  • J.M. Forbes & Co first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 12 quarters.
  • J.M. Forbes & Co's Fomento Económico Mexicano position peaked at $5.66M in Q2 2013.
  • 236 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2016.

Based on J.M. Forbes & Co's 13F filing for Q2 2016, filed 5 Aug 2016.