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OneDigital Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

OneDigital Investment 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
2017
Q4 		– Sell
-35
Closed -$3K – 1249
2017
Q3 		$3K Buy
+35
New +$3.49K ﹤0.01% 943

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

OneDigital Investment Advisors's FMX Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of Fomento Económico Mexicano (FMX) in Q4 2017, closing a stake of 35 shares — an estimated $3K sold.

OneDigital Investment Advisors first reported a position in FMX in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 232 funds tracked by Wall St. Rank hold FMX as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining Fomento Económico Mexicano position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 35 Fomento Económico Mexicano shares in Q4 2017, an estimated $3K.
  • OneDigital Investment Advisors first reported a position in Fomento Económico Mexicano in Q3 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's Fomento Económico Mexicano position peaked at $3K in Q3 2017.
  • 232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.