Mosaic Family Wealth’s America Movil AMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,370
Closed -$20K 188
2019
Q1
$20K Hold
1,370
0.01% 431
2018
Q4
$20K Hold
1,370
0.01% 422
2018
Q3
$19K Hold
1,370
0.01% 440
2018
Q2
$23K Hold
1,370
0.01% 443
2018
Q1
$26K Hold
1,370
0.01% 393
2017
Q4
$23K Sell
1,370
-2,371
-63% -$41.4K 0.01% 427
2017
Q3
$66K Sell
3,741
-118
-3% -$2.12K 0.03% 310
2017
Q2
$61K Sell
3,859
-675
-15% -$10.5K 0.03% 300
2017
Q1
$64K Buy
4,534
+1,167
+35% +$15.2K 0.03% 290
2016
Q4
$42K Sell
3,367
-400
-11% -$4.84K 0.02% 343
2016
Q3
$43K Buy
3,767
+675
+22% +$8.05K 0.02% 347
2016
Q2
$38K Buy
3,092
+413
+15% +$5.53K 0.02% 361
2016
Q1
$41K Buy
2,679
+531
+25% +$7.34K 0.02% 346
2015
Q4
$30K Buy
+2,148
New +$35.1K 0.01% 390

Other funds holding AMX

Mosaic Family Wealth's AMX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of America Movil (AMX) in Q2 2019, closing a stake of 1,370 shares — an estimated $20K sold.

Mosaic Family Wealth first reported a position in AMX in Q4 2015 and held it in 14 quarters. The position peaked at $66K in Q3 2017. 258 funds tracked by Wall St. Rank hold AMX as of Q2 2019.

  • Mosaic Family Wealth reported no remaining America Movil position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,370 America Movil shares in Q2 2019, an estimated $20K.
  • Mosaic Family Wealth first reported a position in America Movil in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's America Movil position peaked at $66K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held America Movil as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.