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Perigon Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-104
Closed -$9K – 644
2016
Q4 		$9K Buy
104
+8
+8% +$685 ﹤0.01% 570
2016
Q3 		$9K Buy
+96
New +$8.85K ﹤0.01% 491

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Perigon Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q1 2017, closing a stake of 104 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in FMX in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 227 funds tracked by Wall St. Rank hold FMX as of Q1 2017.

  • Perigon Wealth Management reported no remaining Fomento Económico Mexicano position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 104 Fomento Económico Mexicano shares in Q1 2017, an estimated $9K.
  • Perigon Wealth Management first reported a position in Fomento Económico Mexicano in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Fomento Económico Mexicano position peaked at $9K in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2017.

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