Next Financial Group’s Fomento Económico Mexicano FMX Stock Holding History

Next Financial Group’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
2017 Q4	–	Sell	-81	Closed	-$8K	–	647
2017 Q3	$8K	Hold	81	–	–	﹤0.01%	1284
2017 Q2	$8K	Hold	81	–	–	﹤0.01%	1397
2017 Q1	$7K	Hold	81	–	–	﹤0.01%	1398
2016 Q4	$6K	Hold	81	–	–	﹤0.01%	1848
2016 Q3	$7K	Hold	81	–	–	﹤0.01%	1802
2016 Q2	$7K	Hold	81	–	–	﹤0.01%	1317
2016 Q1	$7K	Hold	81	–	–	﹤0.01%	1276
2015 Q4	$7K	Hold	81	–	–	﹤0.01%	1288
2015 Q3	$7K	Hold	81	–	–	﹤0.01%	1319
2015 Q2	$7K	Hold	81	–	–	﹤0.01%	1374
2015 Q1	$7K	Hold	81	–	–	﹤0.01%	1376
2014 Q4	$7K	Hold	81	–	–	﹤0.01%	1379
2014 Q3	$7K	Hold	81	–	–	﹤0.01%	1923
2014 Q2	$8K	Buy	+81	New	+$7.68K	﹤0.01%	833

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VAM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Next Financial Group's FMX Position: Q4 2017 in Review

Next Financial Group sold out of Fomento Económico Mexicano (FMX) in Q4 2017, closing a stake of 81 shares — an estimated $8K sold.

Next Financial Group first reported a position in FMX in Q2 2014 and held it in 14 quarters. The position peaked at $8K in Q3 2017. 232 funds tracked by Wall St. Rank hold FMX as of Q4 2017.

Next Financial Group reported no remaining Fomento Económico Mexicano position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 81 Fomento Económico Mexicano shares in Q4 2017, an estimated $8K.
Next Financial Group first reported a position in Fomento Económico Mexicano in Q2 2014 and held it in 14 quarters.
Next Financial Group's Fomento Económico Mexicano position peaked at $8K in Q3 2017.
232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.