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 New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.