Lombard Odier Transatlantic’s Fomento Económico Mexicano FMX Stock Holding History

Lombard Odier Transatlantic’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 Q3	$64K	Sell	700 -150	-18%	-$13.8K	0.06%	79
2016 Q2	$79K	Hold	850	–	–	0.08%	68
2016 Q1	$81K	Hold	850	–	–	0.08%	72
2015 Q4	$79K	Hold	850	–	–	0.07%	78
2015 Q3	$75K	Sell	850 -2,150	-72%	-$191K	0.08%	67
2015 Q2	$266K	Hold	3,000	–	–	0.22%	52
2015 Q1	$281K	Hold	3,000	–	–	0.22%	66
2014 Q4	$264K	Buy	+3,000	New	+$275K	0.24%	56

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CGI

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

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

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

Lombard Odier Transatlantic's FMX Position: Q3 2016 in Review

Lombard Odier Transatlantic reduced its Fomento Económico Mexicano (FMX) stake by 18% in Q3 2016, selling an estimated $13.8K and leaving 700 shares worth $64K. The position accounts for 0.06% of the portfolio, ranked #79.

Lombard Odier Transatlantic first reported a position in FMX in Q4 2014 and has held it in 8 quarters since. The position peaked at $281K in Q1 2015. 228 funds tracked by Wall St. Rank hold FMX as of Q3 2016.

Lombard Odier Transatlantic held 700 shares of Fomento Económico Mexicano worth $64K as of Q3 2016.
Lombard Odier Transatlantic sold 150 Fomento Económico Mexicano shares in Q3 2016, an estimated $13.8K.
Fomento Económico Mexicano made up 0.06% of Lombard Odier Transatlantic's portfolio in Q3 2016, its #79 holding.
Lombard Odier Transatlantic first reported a position in Fomento Económico Mexicano in Q4 2014 and has held it in 8 quarters since.
Lombard Odier Transatlantic's Fomento Económico Mexicano position peaked at $281K in Q1 2015.
228 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2016.

Based on Lombard Odier Transatlantic's 13F filing for Q3 2016, filed 14 Nov 2016.