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Nelson Capital Management’s America Movil AMX Stock Holding History

Nelson Capital Management’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
2018
Q1 		– Sell
-200
Closed -$4K – 262
2017
Q4 		$4K Buy
+200
New +$3.49K ﹤0.01% 275

Other funds holding AMX

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Nelson Capital Management's AMX Position: Q1 2018 in Review

Nelson Capital Management sold out of America Movil (AMX) in Q1 2018, closing a stake of 200 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in AMX in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 289 funds tracked by Wall St. Rank hold AMX as of Q1 2018.

  • Nelson Capital Management reported no remaining America Movil position as of Q1 2018 after selling out during the quarter.
  • Nelson Capital Management sold 200 America Movil shares in Q1 2018, an estimated $4K.
  • Nelson Capital Management first reported a position in America Movil in Q4 2017 and held it in 1 quarter.
  • Nelson Capital Management's America Movil position peaked at $4K in Q4 2017.
  • 289 funds tracked by Wall St. Rank held America Movil as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.