Laurel Wealth Advisors (California)’s Fomento Económico Mexicano FMX Stock Holding History

Laurel Wealth Advisors (California)’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
2018 Q4	–	Sell	-2,060	Closed	-$203K	–	374
2018 Q3	$203K	Buy	+2,060	New	+$198K	0.05%	371
2017 Q3	–	Sell	-2,060	Closed	-$202K	–	340
2017 Q2	$202K	Buy	+2,060	New	+$192K	0.07%	279
2016 Q2	–	Sell	-2,120	Closed	-$204K	–	293
2016 Q1	$204K	Sell	2,120 -190	-8%	-$17.4K	0.1%	240
2015 Q4	$213K	Buy	+2,310	New	+$222K	0.11%	218

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FMX Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of Fomento Económico Mexicano (FMX) in Q4 2018, closing a stake of 2,060 shares — an estimated $203K sold.

Laurel Wealth Advisors (California) first reported a position in FMX in Q4 2015 and held it in 4 quarters. The position peaked at $213K in Q4 2015. 250 funds tracked by Wall St. Rank hold FMX as of Q4 2018.

Laurel Wealth Advisors (California) reported no remaining Fomento Económico Mexicano position as of Q4 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,060 Fomento Económico Mexicano shares in Q4 2018, an estimated $203K.
Laurel Wealth Advisors (California) first reported a position in Fomento Económico Mexicano in Q4 2015 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Fomento Económico Mexicano position peaked at $213K in Q4 2015.
250 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.