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Mosaic Family Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-22
Closed -$2K – 327
2019
Q1 		$2K Buy
+22
New +$2.01K ﹤0.01% 639

Other funds holding FMX

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Fomento Económico Mexicano (FMX) in Q2 2019, closing a stake of 22 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in FMX in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Fomento Económico Mexicano position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 22 Fomento Económico Mexicano shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Fomento Económico Mexicano in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Fomento Económico Mexicano position peaked at $2K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

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