Perigon Wealth Management’s America Movil AMX Stock Holding History

Perigon Wealth Management’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-661	Closed	-$9K	–	613
2016 Q4	$9K	Hold	661	–	–	﹤0.01%	566
2016 Q3	$8K	Buy	+661	New	+$7.88K	﹤0.01%	500

Other funds holding AMX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Perigon Wealth Management's AMX Position: Q1 2017 in Review

Perigon Wealth Management sold out of America Movil (AMX) in Q1 2017, closing a stake of 661 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in AMX in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 258 funds tracked by Wall St. Rank hold AMX as of Q1 2017.

Perigon Wealth Management reported no remaining America Movil position as of Q1 2017 after selling out during the quarter.
Perigon Wealth Management sold 661 America Movil shares in Q1 2017, an estimated $9K.
Perigon Wealth Management first reported a position in America Movil in Q3 2016 and held it in 2 quarters.
Perigon Wealth Management's America Movil position peaked at $9K in Q4 2016.
258 funds tracked by Wall St. Rank held America Movil as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.