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Morningstar Investment Services’s Cemex CX Stock Holding History

Morningstar Investment Services’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
2016
Q1 		– Sell
-74,487
Closed -$384K – 217
2015
Q4 		$384K Hold
74,487
– – 0.02% 184
2015
Q3 		$481K Hold
74,487
– – 0.02% 181
2015
Q2 		$631K Hold
74,487
– – 0.03% 171
2015
Q1 		$627K Buy
+74,487
New +$641K 0.03% 171

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morningstar Investment Services's CX Position: Q1 2016 in Review

Morningstar Investment Services sold out of Cemex (CX) in Q1 2016, closing a stake of 74,487 shares — an estimated $384K sold.

Morningstar Investment Services first reported a position in CX in Q1 2015 and held it in 4 quarters. The position peaked at $631K in Q2 2015. 233 funds tracked by Wall St. Rank hold CX as of Q1 2016.

  • Morningstar Investment Services reported no remaining Cemex position as of Q1 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 74,487 Cemex shares in Q1 2016, an estimated $384K.
  • Morningstar Investment Services first reported a position in Cemex in Q1 2015 and held it in 4 quarters.
  • Morningstar Investment Services's Cemex position peaked at $631K in Q2 2015.
  • 233 funds tracked by Wall St. Rank held Cemex as of Q1 2016.

Based on Morningstar Investment Services's 13F filing for Q1 2016, filed 16 May 2016.