JWA
HXM

JFS Wealth Advisors’s DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) HXM Stock Holding History

JFS Wealth Advisors’s Portfolio HXM Stock Details HXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,350
Closed -$2K – 519
2014
Q2 		$2K Buy
+2,350
New +$3.39K ﹤0.01% 447

Other funds holding HXM

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JFS Wealth Advisors's HXM Position: Q3 2014 in Review

JFS Wealth Advisors sold out of DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) (HXM) in Q3 2014, closing a stake of 2,350 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in HXM in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 2 funds tracked by Wall St. Rank hold HXM as of Q3 2014.

  • JFS Wealth Advisors reported no remaining DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) position as of Q3 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,350 DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) shares in Q3 2014, an estimated $2K.
  • JFS Wealth Advisors first reported a position in DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) in Q2 2014 and held it in 1 quarter.
  • JFS Wealth Advisors's DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) position peaked at $2K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP) as of Q3 2014.

Based on JFS Wealth Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.