LBA Wealth Management’s America Movil AMX Stock Holding History

LBA Wealth Management’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
2017 Q1	$14K	Hold	1,000	–	–	0.01%	295
2016 Q4	$13K	Hold	1,000	–	–	0.01%	294
2016 Q3	$11K	Hold	1,000	–	–	0.01%	316
2016 Q2	$12K	Hold	1,000	–	–	0.01%	292
2016 Q1	$16K	Hold	1,000	–	–	0.01%	262
2015 Q4	$14K	Hold	1,000	–	–	0.01%	273
2015 Q3	$17K	Hold	1,000	–	–	0.01%	236
2015 Q2	$21K	Hold	1,000	–	–	0.01%	208
2015 Q1	$20K	Hold	1,000	–	–	0.01%	205
2014 Q4	$22K	Hold	1,000	–	–	0.01%	201
2014 Q3	$25K	Buy	+1,000	New	+$24.1K	0.02%	210

Other funds holding AMX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

LBA Wealth Management's AMX Position: Q1 2017 in Review

LBA Wealth Management held its America Movil (AMX) position steady in Q1 2017 at 1,000 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #295.

LBA Wealth Management first reported a position in AMX in Q3 2014 and has held it in 11 quarters since. The position peaked at $25K in Q3 2014. 258 funds tracked by Wall St. Rank hold AMX as of Q1 2017.

LBA Wealth Management held 1,000 shares of America Movil worth $14K as of Q1 2017.
LBA Wealth Management left its America Movil share count unchanged in Q1 2017.
America Movil made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #295 holding.
LBA Wealth Management first reported a position in America Movil in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's America Movil position peaked at $25K in Q3 2014.
258 funds tracked by Wall St. Rank held America Movil as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.