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Nelson Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Nelson Capital Management’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
Q3 		– Sell
-14
Closed -$1K – 332
2019
Q2 		$1K Hold
14
– – ﹤0.01% 287
2019
Q1 		$1K Buy
+14
New +$1.28K ﹤0.01% 264

Other funds holding FMX

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nelson Capital Management's FMX Position: Q3 2019 in Review

Nelson Capital Management sold out of Fomento Económico Mexicano (FMX) in Q3 2019, closing a stake of 14 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in FMX in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 257 funds tracked by Wall St. Rank hold FMX as of Q3 2019.

  • Nelson Capital Management reported no remaining Fomento Económico Mexicano position as of Q3 2019 after selling out during the quarter.
  • Nelson Capital Management sold 14 Fomento Económico Mexicano shares in Q3 2019, an estimated $1K.
  • Nelson Capital Management first reported a position in Fomento Económico Mexicano in Q1 2019 and held it in 2 quarters.
  • Nelson Capital Management's Fomento Económico Mexicano position peaked at $1K in Q2 2019.
  • 257 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.