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Lenox Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Lenox Wealth 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
2016
Q2 		– Sell
-30
Closed -$3K – 225
2016
Q1 		$3K Hold
30
– – ﹤0.01% 214
2015
Q4 		$3K Buy
+30
New +$2.88K ﹤0.01% 275

Other funds holding FMX

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lenox Wealth Advisors's FMX Position: Q2 2016 in Review

Lenox Wealth Advisors sold out of Fomento Económico Mexicano (FMX) in Q2 2016, closing a stake of 30 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FMX in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 236 funds tracked by Wall St. Rank hold FMX as of Q2 2016.

  • Lenox Wealth Advisors reported no remaining Fomento Económico Mexicano position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 30 Fomento Económico Mexicano shares in Q2 2016, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Fomento Económico Mexicano in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Fomento Económico Mexicano position peaked at $3K in Q1 2016.
  • 236 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2016.

Based on Lenox Wealth Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.