Permit Capital’s Fomento Económico Mexicano FMX Stock Holding History

Permit Capital’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
2020 Q1	–	Sell	-1,100	Closed	-$104K	–	26
2019 Q4	$104K	Hold	1,100	–	–	0.04%	23
2019 Q3	$101K	Hold	1,100	–	–	0.04%	25
2019 Q2	$106K	Hold	1,100	–	–	0.05%	23
2019 Q1	$102K	Hold	1,100	–	–	0.05%	25
2018 Q4	$95K	Hold	1,100	–	–	0.06%	24
2018 Q3	$109K	Hold	1,100	–	–	0.06%	25
2018 Q2	$97K	Hold	1,100	–	–	0.05%	25
2018 Q1	$101K	Hold	1,100	–	–	0.06%	24
2017 Q4	$103K	Hold	1,100	–	–	0.06%	25
2017 Q3	$105K	Hold	1,100	–	–	0.06%	23
2017 Q2	$109K	Buy	1,100 +125	+13%	+$11.6K	0.06%	24
2017 Q1	$86K	Hold	975	–	–	0.05%	24
2016 Q4	$74K	Hold	975	–	–	0.05%	28
2016 Q3	$90K	Hold	975	–	–	0.06%	29
2016 Q2	$90K	Buy	975 +175	+22%	+$16K	0.06%	29
2016 Q1	$77K	Hold	800	–	–	0.06%	31
2015 Q4	$74K	Hold	800	–	–	0.05%	29
2015 Q3	$71K	Hold	800	–	–	0.05%	62
2015 Q2	$71K	Hold	800	–	–	0.04%	65
2015 Q1	$75K	Hold	800	–	–	0.05%	64
2014 Q4	$70K	Hold	800	–	–	0.04%	71
2014 Q3	$74K	Buy	800 +100	+14%	+$9.54K	0.04%	67
2014 Q2	$66K	Buy	+700	New	+$66.4K	0.04%	64

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

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

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

CGI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Permit Capital's FMX Position: Q1 2020 in Review

Permit Capital sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 1,100 shares — an estimated $104K sold.

Permit Capital first reported a position in FMX in Q2 2014 and held it in 23 quarters. The position peaked at $109K in Q3 2018. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

Permit Capital reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
Permit Capital sold 1,100 Fomento Económico Mexicano shares in Q1 2020, an estimated $104K.
Permit Capital first reported a position in Fomento Económico Mexicano in Q2 2014 and held it in 23 quarters.
Permit Capital's Fomento Económico Mexicano position peaked at $109K in Q3 2018.
231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Permit Capital's 13F filing for Q1 2020, filed 15 May 2020.