OFI Advisors’s Fomento Económico Mexicano FMX Stock Holding History

OFI Advisors’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
2015 Q3	$82K	Sell	916 -36	-4%	-$3.2K	0.01%	1519
2015 Q2	$85K	Buy	952 +20	+2%	+$1.85K	0.01%	1525
2015 Q1	$87K	Buy	932 +2	+0.2%	+$178	0.01%	1528
2014 Q4	$82K	Buy	930 +152	+20%	+$13.9K	0.01%	1529
2014 Q3	$72K	Sell	778 -9	-1%	-$859	0.01%	1544
2014 Q2	$74K	Sell	787 -75	-9%	-$7.12K	0.01%	1531
2014 Q1	$80K	Buy	862 +133	+18%	+$11.9K	0.01%	1493
2013 Q4	$71K	Buy	729 +71	+11%	+$6.68K	0.01%	1518
2013 Q3	$64K	Sell	658 -51	-7%	-$5.12K	0.01%	1491
2013 Q2	$73K	Buy	+709	New	+$78.9K	0.01%	1403

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

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

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

CGI

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SCM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OFI Advisors's FMX Position: Q3 2015 in Review

OFI Advisors reduced its Fomento Económico Mexicano (FMX) stake by 3.8% in Q3 2015, selling an estimated $3.2K and leaving 916 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #1519.

OFI Advisors first reported a position in FMX in Q2 2013 and has held it in 10 quarters since. The position peaked at $87K in Q1 2015. 229 funds tracked by Wall St. Rank hold FMX as of Q3 2015.

OFI Advisors held 916 shares of Fomento Económico Mexicano worth $82K as of Q3 2015.
OFI Advisors sold 36 Fomento Económico Mexicano shares in Q3 2015, an estimated $3.2K.
Fomento Económico Mexicano made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1519 holding.
OFI Advisors first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Fomento Económico Mexicano position peaked at $87K in Q1 2015.
229 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.