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Jag Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Jag Capital Management’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
2013
Q4 		– Sell
-76,266
Closed -$7.41M – 84
2013
Q3 		$7.41M Buy
76,266
+1,046
+1% +$105K 1.64% 29
2013
Q2 		$7.76M Buy
+75,220
New +$8.37M 1.9% 24

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jag Capital Management's FMX Position: Q4 2013 in Review

Jag Capital Management sold out of Fomento Económico Mexicano (FMX) in Q4 2013, closing a stake of 76,266 shares — an estimated $7.41M sold.

Jag Capital Management first reported a position in FMX in Q2 2013 and held it in 2 quarters. The position peaked at $7.76M in Q2 2013. 219 funds tracked by Wall St. Rank hold FMX as of Q4 2013.

  • Jag Capital Management reported no remaining Fomento Económico Mexicano position as of Q4 2013 after selling out during the quarter.
  • Jag Capital Management sold 76,266 Fomento Económico Mexicano shares in Q4 2013, an estimated $7.41M.
  • Jag Capital Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 2 quarters.
  • Jag Capital Management's Fomento Económico Mexicano position peaked at $7.76M in Q2 2013.
  • 219 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2013.

Based on Jag Capital Management's 13F filing for Q4 2013, filed 3 Feb 2014.