JIC
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Joel Isaacson & Co’s America Movil AMX Stock Holding History

Joel Isaacson & Co’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
2015
Q2 		– Sell
-4,014
Closed -$82K – 746
2015
Q1 		$82K Hold
4,014
– – 0.02% 281
2014
Q4 		$89K Hold
4,014
– – 0.02% 249
2014
Q3 		$101K Hold
4,014
– – 0.03% 207
2014
Q2 		$83K Hold
4,014
– – 0.03% 231
2014
Q1 		$80K Hold
4,014
– – 0.03% 231
2013
Q4 		$94K Hold
4,014
– – 0.03% 194
2013
Q3 		$80K Hold
4,014
– – 0.03% 203
2013
Q2 		$87K Buy
+4,014
New +$82.1K 0.04% 159

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return