Lodestar Investment Counsel’s Fomento Económico Mexicano FMX Stock Holding History

Lodestar Investment Counsel’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 Q2	$5.89M	Sell	60,858 -508	-0.8%	-$49.2K	0.6%	51
2019 Q1	$5.66M	Sell	61,366 -625	-1%	-$57K	0.61%	50
2018 Q4	$5.33M	Sell	61,991 -610	-1%	-$54.2K	0.65%	46
2018 Q3	$6.2M	Sell	62,601 -375	-0.6%	-$36.1K	0.67%	47
2018 Q2	$5.53M	Sell	62,976 -600	-0.9%	-$53K	0.64%	47
2018 Q1	$5.81M	Sell	63,576 -815	-1%	-$76.4K	0.68%	46
2017 Q4	$6.05M	Sell	64,391 -840	-1%	-$76.6K	0.7%	46
2017 Q3	$6.23M	Sell	65,231 -538	-0.8%	-$53.6K	0.77%	46
2017 Q2	$6.47M	Sell	65,769 -3,020	-4%	-$281K	0.82%	47
2017 Q1	$6.09M	Sell	68,789 -1,100	-2%	-$89.6K	0.79%	49
2016 Q4	$5.33M	Sell	69,889 -1,640	-2%	-$140K	0.72%	53
2016 Q3	$6.58M	Sell	71,529 -1,834	-2%	-$169K	0.91%	48
2016 Q2	$6.79M	Sell	73,363 -2,875	-4%	-$263K	0.97%	44
2016 Q1	$7.34M	Sell	76,238 -1,751	-2%	-$160K	1.06%	42
2015 Q4	$7.2M	Sell	77,989 -252	-0.3%	-$24.2K	1.14%	36
2015 Q3	$6.98M	Sell	78,241 -365	-0.5%	-$32.5K	1.17%	39
2015 Q2	$7M	Sell	78,606 -900	-1%	-$83.5K	1.1%	39
2015 Q1	$7.43M	Buy	+79,506	New	+$7.09M	1.15%	39

Other funds holding FMX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CGI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lodestar Investment Counsel's FMX Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Fomento Económico Mexicano (FMX) stake by 0.83% in Q2 2019, selling an estimated $49.2K and leaving 60,858 shares worth $5.89M. The position accounts for 0.6% of the portfolio, ranked #51.

Lodestar Investment Counsel first reported a position in FMX in Q1 2015 and has held it in 18 quarters since. The position peaked at $7.43M in Q1 2015. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

Lodestar Investment Counsel held 60,858 shares of Fomento Económico Mexicano worth $5.89M as of Q2 2019.
Lodestar Investment Counsel sold 508 Fomento Económico Mexicano shares in Q2 2019, an estimated $49.2K.
Fomento Económico Mexicano made up 0.6% of Lodestar Investment Counsel's portfolio in Q2 2019, its #51 holding.
Lodestar Investment Counsel first reported a position in Fomento Económico Mexicano in Q1 2015 and has held it in 18 quarters since.
Lodestar Investment Counsel's Fomento Económico Mexicano position peaked at $7.43M in Q1 2015.
272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.