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Legacy Financial Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Legacy Financial Advisors’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
Q1 		– Sell
-61
Closed -$5K – 1085
2018
Q4 		$5K Buy
61
+1
+2% +$89 ﹤0.01% 723
2018
Q3 		$6K Hold
60
– – ﹤0.01% 639
2018
Q2 		$6K Hold
60
– – ﹤0.01% 649
2018
Q1 		$5K Buy
+60
New +$5.62K ﹤0.01% 632

Other funds holding FMX

Aberdeen Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Financial Advisors's FMX Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Fomento Económico Mexicano (FMX) in Q1 2019, closing a stake of 61 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in FMX in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 262 funds tracked by Wall St. Rank hold FMX as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Fomento Económico Mexicano position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 61 Fomento Económico Mexicano shares in Q1 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Fomento Económico Mexicano in Q1 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Fomento Económico Mexicano position peaked at $6K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.