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Northern Capital Management (Wisconsin)’s Fomento Económico Mexicano FMX Stock Holding History

Northern Capital Management (Wisconsin)’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
2018
Q4 		$1.38M Sell
16,010
-550
-3% -$48.9K 0.37% 96
2018
Q3 		$1.64M Sell
16,560
-430
-3% -$41.4K 0.38% 97
2018
Q2 		$1.49M Sell
16,990
-175
-1% -$15.5K 0.36% 101
2018
Q1 		$1.57M Sell
17,165
-40
-0.2% -$3.75K 0.4% 93
2017
Q4 		$1.62M Sell
17,205
-410
-2% -$37.4K 0.42% 92
2017
Q3 		$1.68M Sell
17,615
-140
-0.8% -$13.9K 0.52% 73
2017
Q2 		$1.75M Hold
17,755
– – 0.65% 61
2017
Q1 		$1.57M Sell
17,755
-2,380
-12% -$194K 0.63% 64
2016
Q4 		$1.53M Sell
20,135
-1,125
-5% -$96.3K 0.64% 65
2016
Q3 		$1.96M Sell
21,260
-200
-0.9% -$18.4K 0.88% 43
2016
Q2 		$1.99M Sell
21,460
-80
-0.4% -$7.31K 0.89% 47
2016
Q1 		$2.08M Sell
21,540
-340
-2% -$31.1K 0.92% 44
2015
Q4 		$2.02M Sell
21,880
-715
-3% -$68.7K 0.88% 44
2015
Q3 		$2.02M Sell
22,595
-145
-0.6% -$12.9K 0.88% 46
2015
Q2 		$2.03M Sell
22,740
-910
-4% -$84.4K 0.94% 48
2015
Q1 		$2.21M Buy
23,650
+565
+2% +$50.4K 1.06% 39
2014
Q4 		$2.03M Sell
23,085
-50
-0.2% -$4.58K 1% 41
2014
Q3 		$2.13M Sell
23,135
-590
-2% -$56.3K 1.08% 39
2014
Q2 		$2.22M Sell
23,725
-1,270
-5% -$120K 1.1% 38
2014
Q1 		$2.33M Sell
24,995
-440
-2% -$39.4K 1.16% 37
2013
Q4 		$2.49M Sell
25,435
-1,550
-6% -$146K 1.3% 32
2013
Q3 		$2.62M Sell
26,985
-110
-0.4% -$11.1K 1.53% 22
2013
Q2 		$2.8M Buy
+27,095
New +$3.01M 1.74% 17

Other funds holding FMX

Aberdeen Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s FMX Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its Fomento Económico Mexicano (FMX) stake by 3.3% in Q4 2018, selling an estimated $48.9K and leaving 16,010 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #96.

Northern Capital Management (Wisconsin) first reported a position in FMX in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.8M in Q2 2013. 250 funds tracked by Wall St. Rank hold FMX as of Q4 2018.

  • Northern Capital Management (Wisconsin) held 16,010 shares of Fomento Económico Mexicano worth $1.38M as of Q4 2018.
  • Northern Capital Management (Wisconsin) sold 550 Fomento Económico Mexicano shares in Q4 2018, an estimated $48.9K.
  • Fomento Económico Mexicano made up 0.37% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #96 holding.
  • Northern Capital Management (Wisconsin) first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 23 quarters since.
  • Northern Capital Management (Wisconsin)'s Fomento Económico Mexicano position peaked at $2.8M in Q2 2013.
  • 250 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.