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Lloyds Banking Group’s Fomento Económico Mexicano FMX Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-19,600
Closed -$1.8M – 189
2014
Q3 		$1.8M Hold
19,600
– – 0.49% 54
2014
Q2 		$1.83M Buy
19,600
+13,965
+248% +$1.32M 0.44% 63
2014
Q1 		$525K Sell
5,635
-900
-14% -$80.5K ﹤0.01% 571
2013
Q4 		$639K Sell
6,535
-8,600
-57% -$809K 0.01% 569
2013
Q3 		$1.47M Sell
15,135
-300
-2% -$30.1K 0.02% 470
2013
Q2 		$1.59M Buy
+15,435
New +$1.72M 0.02% 443

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lloyds Banking Group's FMX Position: Q4 2014 in Review

Lloyds Banking Group sold out of Fomento Económico Mexicano (FMX) in Q4 2014, closing a stake of 19,600 shares — an estimated $1.8M sold.

Lloyds Banking Group first reported a position in FMX in Q2 2013 and held it in 6 quarters. The position peaked at $1.83M in Q2 2014. 226 funds tracked by Wall St. Rank hold FMX as of Q4 2014.

  • Lloyds Banking Group reported no remaining Fomento Económico Mexicano position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 19,600 Fomento Económico Mexicano shares in Q4 2014, an estimated $1.8M.
  • Lloyds Banking Group first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Fomento Económico Mexicano position peaked at $1.83M in Q2 2014.
  • 226 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.