MSI Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

MSI Financial Services’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
2016 Q4	$28K	Buy	367 +21	+6%	+$1.8K	﹤0.01%	2192
2016 Q3	$32K	Sell	346 -28	-7%	-$2.58K	﹤0.01%	2083
2016 Q2	$35K	Sell	374 -29	-7%	-$2.65K	﹤0.01%	2020
2016 Q1	$39K	Buy	403 +14	+4%	+$1.28K	﹤0.01%	1887
2015 Q4	$36K	Buy	389 +1	+0.3%	+$96	﹤0.01%	1932
2015 Q3	$35K	Hold	388	–	–	﹤0.01%	1403
2015 Q2	$35K	Buy	388 +30	+8%	+$2.78K	﹤0.01%	1506
2015 Q1	$33K	Buy	358 +248	+225%	+$22.1K	﹤0.01%	1539
2014 Q4	$10K	Hold	110	–	–	﹤0.01%	1816
2014 Q3	$10K	Hold	110	–	–	﹤0.01%	1815
2014 Q2	$10K	Hold	110	–	–	﹤0.01%	1800
2014 Q1	$10K	Hold	110	–	–	﹤0.01%	1730
2013 Q4	$11K	Buy	+110	New	+$10.3K	﹤0.01%	1643
2013 Q3	–	Sell	-93	Closed	-$10K	–	2219
2013 Q2	$10K	Buy	+93	New	+$10.3K	﹤0.01%	1540

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

MSI Financial Services's FMX Position: Q4 2016 in Review

MSI Financial Services increased its Fomento Económico Mexicano (FMX) stake by 6.1% in Q4 2016, buying an estimated $1.8K and bringing the position to 367 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

MSI Financial Services first reported a position in FMX in Q2 2013 and has held it in 14 quarters since. The position peaked at $39K in Q1 2016. 234 funds tracked by Wall St. Rank hold FMX as of Q4 2016.

MSI Financial Services held 367 shares of Fomento Económico Mexicano worth $28K as of Q4 2016.
MSI Financial Services bought 21 Fomento Económico Mexicano shares in Q4 2016, an estimated $1.8K.
Fomento Económico Mexicano made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2192 holding.
MSI Financial Services first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 14 quarters since.
MSI Financial Services's Fomento Económico Mexicano position peaked at $39K in Q1 2016.
234 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.