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JNBA Financial Advisors’s America Movil AMX Stock Holding History

JNBA Financial Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,968
Closed -$68K – 520
2016
Q3 		$68K Buy
+5,968
New +$71.2K 0.01% 455

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JNBA Financial Advisors's AMX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of America Movil (AMX) in Q4 2016, closing a stake of 5,968 shares — an estimated $68K sold.

JNBA Financial Advisors first reported a position in AMX in Q3 2016 and held it in 1 quarter. The position peaked at $68K in Q3 2016. 251 funds tracked by Wall St. Rank hold AMX as of Q4 2016.

  • JNBA Financial Advisors reported no remaining America Movil position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,968 America Movil shares in Q4 2016, an estimated $68K.
  • JNBA Financial Advisors first reported a position in America Movil in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's America Movil position peaked at $68K in Q3 2016.
  • 251 funds tracked by Wall St. Rank held America Movil as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.