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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 $84.2B AUM 55.88% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $10.5B AUM 30.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Joel Isaacson & Co's AMX Position: Q2 2015 in Review

Joel Isaacson & Co sold out of America Movil (AMX) in Q2 2015, closing a stake of 4,014 shares — an estimated $82K sold.

Joel Isaacson & Co first reported a position in AMX in Q2 2013 and held it in 8 quarters. The position peaked at $101K in Q3 2014. 311 funds tracked by Wall St. Rank hold AMX as of Q2 2015.

  • Joel Isaacson & Co reported no remaining America Movil position as of Q2 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,014 America Movil shares in Q2 2015, an estimated $82K.
  • Joel Isaacson & Co first reported a position in America Movil in Q2 2013 and held it in 8 quarters.
  • Joel Isaacson & Co's America Movil position peaked at $101K in Q3 2014.
  • 311 funds tracked by Wall St. Rank held America Movil as of Q2 2015.

Based on Joel Isaacson & Co's 13F filing for Q2 2015, filed 27 Jul 2015.