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Lake Street Advisors Group’s America Movil AMX Stock Holding History

Lake Street Advisors Group’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
2018
Q3 		– Sell
-11,801
Closed -$197K – 223
2018
Q2 		$197K Hold
11,801
– – 0.02% 315
2018
Q1 		$225K Sell
11,801
-383
-3% -$7.08K 0.03% 273
2017
Q4 		$209K Buy
+12,184
New +$212K 0.02% 302

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Street Advisors Group's AMX Position: Q3 2018 in Review

Lake Street Advisors Group sold out of America Movil (AMX) in Q3 2018, closing a stake of 11,801 shares — an estimated $197K sold.

Lake Street Advisors Group first reported a position in AMX in Q4 2017 and held it in 3 quarters. The position peaked at $225K in Q1 2018. 281 funds tracked by Wall St. Rank hold AMX as of Q3 2018.

  • Lake Street Advisors Group reported no remaining America Movil position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 11,801 America Movil shares in Q3 2018, an estimated $197K.
  • Lake Street Advisors Group first reported a position in America Movil in Q4 2017 and held it in 3 quarters.
  • Lake Street Advisors Group's America Movil position peaked at $225K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.