MFW
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Mosaic Family Wealth’s America Movil AMX Stock Holding History

Mosaic Family Wealth’s Portfolio AMX Stock Details AMX Fund Activity
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

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return