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Meritage Portfolio Management’s Cemex CX Stock Holding History

Meritage Portfolio Management’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-472,779
Closed -$4.29M – 206
2017
Q3 		$4.29M Buy
472,779
+172,753
+58% +$1.64M 0.42% 108
2017
Q2 		$2.83M Buy
+300,026
New +$2.64M 0.29% 141

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Meritage Portfolio Management's CX Position: Q4 2017 in Review

Meritage Portfolio Management sold out of Cemex (CX) in Q4 2017, closing a stake of 472,779 shares — an estimated $4.29M sold.

Meritage Portfolio Management first reported a position in CX in Q2 2017 and held it in 2 quarters. The position peaked at $4.29M in Q3 2017. 288 funds tracked by Wall St. Rank hold CX as of Q4 2017.

  • Meritage Portfolio Management reported no remaining Cemex position as of Q4 2017 after selling out during the quarter.
  • Meritage Portfolio Management sold 472,779 Cemex shares in Q4 2017, an estimated $4.29M.
  • Meritage Portfolio Management first reported a position in Cemex in Q2 2017 and held it in 2 quarters.
  • Meritage Portfolio Management's Cemex position peaked at $4.29M in Q3 2017.
  • 288 funds tracked by Wall St. Rank held Cemex as of Q4 2017.

Based on Meritage Portfolio Management's 13F filing for Q4 2017, filed 29 Jan 2018.