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Ladenburg Thalmann Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$101K Sell
1,061
-86
-7% -$7.91K ﹤0.01% 2997
2019
Q3 		$106K Buy
1,147
+171
+18% +$15.8K ﹤0.01% 2894
2019
Q2 		$95K Sell
976
-10
-1% -$968 ﹤0.01% 2999
2019
Q1 		$91K Sell
986
-38
-4% -$3.47K ﹤0.01% 2950
2018
Q4 		$88K Buy
1,024
+483
+89% +$42.9K ﹤0.01% 2838
2018
Q3 		$54K Hold
541
– – ﹤0.01% 3261
2018
Q2 		$49K Hold
541
– – ﹤0.01% 3263
2018
Q1 		$49K Buy
541
+500
+1,220% +$46.9K ﹤0.01% 3263
2017
Q4 		$4K Sell
41
-27
-40% -$2.46K ﹤0.01% 4591
2017
Q3 		$6K Hold
68
– – ﹤0.01% 4318
2017
Q2 		$7K Sell
68
-250
-79% -$23.3K ﹤0.01% 4192
2017
Q1 		$28K Hold
318
– – ﹤0.01% 3320
2016
Q4 		$24K Sell
318
-26
-8% -$2.23K ﹤0.01% 3367
2016
Q3 		$32K Sell
344
-33
-9% -$3.04K ﹤0.01% 3089
2016
Q2 		$35K Sell
377
-11
-3% -$1.01K ﹤0.01% 2953
2016
Q1 		$37K Sell
388
-277
-42% -$25.3K ﹤0.01% 2812
2015
Q4 		$61K Sell
665
-125
-16% -$12K ﹤0.01% 2412
2015
Q3 		$71K Hold
790
– – ﹤0.01% 2228
2015
Q2 		$70K Sell
790
-350
-31% -$32.5K ﹤0.01% 2348
2015
Q1 		$107K Sell
1,140
-350
-23% -$31.2K ﹤0.01% 2037
2014
Q4 		$131K Sell
1,490
-1,288
-46% -$118K ﹤0.01% 1715
2014
Q3 		$256K Sell
2,778
-800
-22% -$76.3K 0.01% 1090
2014
Q2 		$335K Buy
3,578
+305
+9% +$28.9K 0.01% 943
2014
Q1 		$305K Buy
3,273
+3,200
+4,384% +$286K 0.01% 925
2013
Q4 		$7K Buy
73
+11
+18% +$1.03K ﹤0.01% 3105
2013
Q3 		$6K Sell
62
-337
-84% -$33.9K ﹤0.01% 3087
2013
Q2 		$41K Buy
+399
New +$44.4K ﹤0.01% 1855

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FMX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Fomento Económico Mexicano (FMX) stake by 7.5% in Q4 2019, selling an estimated $7.91K and leaving 1,061 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Ladenburg Thalmann Financial Services first reported a position in FMX in Q2 2013 and has held it in 27 quarters since. The position peaked at $335K in Q2 2014. 267 funds tracked by Wall St. Rank hold FMX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,061 shares of Fomento Económico Mexicano worth $101K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 86 Fomento Económico Mexicano shares in Q4 2019, an estimated $7.91K.
  • Fomento Económico Mexicano made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2997 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Fomento Económico Mexicano position peaked at $335K in Q2 2014.
  • 267 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.