Migdal Insurance & Financial Holdings
FMX icon

Migdal Insurance & Financial Holdings’s Fomento Económico Mexicano FMX Stock Holding History

Migdal Insurance & Financial Holdings’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
2017
Q4 		– Sell
-1,200
Closed -$115K – 569
2017
Q3 		$115K Sell
1,200
-810
-40% -$80.7K ﹤0.01% 354
2017
Q2 		$195K Sell
2,010
-390
-16% -$36.3K ﹤0.01% 287
2017
Q1 		$217K Sell
2,400
-1,300
-35% -$106K 0.01% 310
2016
Q4 		$284K Buy
+3,700
New +$317K 0.01% 241

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vontobel Asset Management
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Comgest Global Investors
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FMX Position: Q4 2017 in Review

Migdal Insurance & Financial Holdings sold out of Fomento Económico Mexicano (FMX) in Q4 2017, closing a stake of 1,200 shares — an estimated $115K sold.

Migdal Insurance & Financial Holdings first reported a position in FMX in Q4 2016 and held it in 4 quarters. The position peaked at $284K in Q4 2016. 232 funds tracked by Wall St. Rank hold FMX as of Q4 2017.

  • Migdal Insurance & Financial Holdings reported no remaining Fomento Económico Mexicano position as of Q4 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,200 Fomento Económico Mexicano shares in Q4 2017, an estimated $115K.
  • Migdal Insurance & Financial Holdings first reported a position in Fomento Económico Mexicano in Q4 2016 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Fomento Económico Mexicano position peaked at $284K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2017, filed 6 Feb 2018.