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James Investment Research’s Coca-Cola Femsa KOF Stock Holding History

James Investment Research’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
Q4 		– Sell
-175
Closed -$13K – 811
2017
Q3 		$13K Buy
+175
New +$14.6K ﹤0.01% 711

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

James Investment Research's KOF Position: Q4 2017 in Review

James Investment Research sold out of Coca-Cola Femsa (KOF) in Q4 2017, closing a stake of 175 shares — an estimated $13K sold.

James Investment Research first reported a position in KOF in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 105 funds tracked by Wall St. Rank hold KOF as of Q4 2017.

  • James Investment Research reported no remaining Coca-Cola Femsa position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 175 Coca-Cola Femsa shares in Q4 2017, an estimated $13K.
  • James Investment Research first reported a position in Coca-Cola Femsa in Q3 2017 and held it in 1 quarter.
  • James Investment Research's Coca-Cola Femsa position peaked at $13K in Q3 2017.
  • 105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.