Pinnacle Summer Investments’s America Movil AMX Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$25K	Sell	1,784 -540	-23%	-$8.81K	﹤0.01%	433
2015 Q3	$39K	Buy	2,324 +540	+30%	+$10.1K	0.01%	522
2015 Q2	$38K	Sell	1,784 -540	-23%	-$11.4K	0.01%	346
2015 Q1	$47K	Hold	2,324	–	–	0.01%	520
2014 Q4	$50K	Hold	2,324	–	–	0.01%	515
2014 Q3	$59K	Buy	2,324 +1,184	+104%	+$28.5K	0.01%	499
2014 Q2	$25K	Hold	1,140	–	–	﹤0.01%	604
2014 Q1	$23K	Hold	1,140	–	–	﹤0.01%	564
2013 Q4	$27K	Hold	1,140	–	–	﹤0.01%	551
2013 Q3	$23K	Buy	1,140 +600	+111%	+$12.3K	﹤0.01%	532
2013 Q2	$12K	Buy	+540	New	+$11K	﹤0.01%	578

Other funds holding AMX

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

MNA

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

GAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

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

Pinnacle Summer Investments's AMX Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its America Movil (AMX) stake by 23% in Q4 2015, selling an estimated $8.81K and leaving 1,784 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Pinnacle Summer Investments first reported a position in AMX in Q2 2013 and has held it in 11 quarters since. The position peaked at $59K in Q3 2014. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2015.

Pinnacle Summer Investments held 1,784 shares of America Movil worth $25K as of Q4 2015.
Pinnacle Summer Investments sold 540 America Movil shares in Q4 2015, an estimated $8.81K.
America Movil made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #433 holding.
Pinnacle Summer Investments first reported a position in America Movil in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's America Movil position peaked at $59K in Q3 2014.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.