J.M. Hartwell’s Fomento Económico Mexicano FMX Stock Holding History

J.M. Hartwell’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
2019 Q3	$504K	Sell	5,500 -407	-7%	-$37.5K	0.09%	54
2019 Q2	$572K	Buy	5,907 +407	+7%	+$39.4K	0.11%	46
2019 Q1	$508K	Hold	5,500	–	–	0.09%	54
2018 Q4	$473K	Sell	5,500 -250	-4%	-$22.2K	0.1%	51
2018 Q3	$569K	Buy	5,750 +700	+14%	+$67.4K	0.1%	55
2018 Q2	$443K	Buy	5,050 +650	+15%	+$57.4K	0.08%	70
2018 Q1	$402K	Hold	4,400	–	–	0.08%	74
2017 Q4	$413K	Buy	+4,400	New	+$401K	0.08%	67
2016 Q4	–	Sell	-3,500	Closed	-$322K	–	88
2016 Q3	$322K	Hold	3,500	–	–	0.08%	71
2016 Q2	$324K	Buy	3,500 +150	+4%	+$13.7K	0.08%	69
2016 Q1	$323K	Hold	3,350	–	–	0.08%	69
2015 Q4	$309K	Buy	+3,350	New	+$322K	0.07%	74

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CGI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

J.M. Hartwell's FMX Position: Q3 2019 in Review

J.M. Hartwell reduced its Fomento Económico Mexicano (FMX) stake by 6.9% in Q3 2019, selling an estimated $37.5K and leaving 5,500 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #54.

J.M. Hartwell first reported a position in FMX in Q4 2015 and has held it in 12 quarters since. The position peaked at $572K in Q2 2019. 257 funds tracked by Wall St. Rank hold FMX as of Q3 2019.

J.M. Hartwell held 5,500 shares of Fomento Económico Mexicano worth $504K as of Q3 2019.
J.M. Hartwell sold 407 Fomento Económico Mexicano shares in Q3 2019, an estimated $37.5K.
Fomento Económico Mexicano made up 0.09% of J.M. Hartwell's portfolio in Q3 2019, its #54 holding.
J.M. Hartwell first reported a position in Fomento Económico Mexicano in Q4 2015 and has held it in 12 quarters since.
J.M. Hartwell's Fomento Económico Mexicano position peaked at $572K in Q2 2019.
257 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.