Polar Capital’s Fomento Económico Mexicano FMX Stock Holding History

Polar 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
2013 Q4	–	Sell	-4,500	Closed	-$437K	–	278
2013 Q3	$437K	Hold	4,500	–	–	0.01%	245
2013 Q2	$464K	Buy	+4,500	New	+$501K	0.02%	234

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polar Capital's FMX Position: Q4 2013 in Review

Polar Capital sold out of Fomento Económico Mexicano (FMX) in Q4 2013, closing a stake of 4,500 shares — an estimated $437K sold.

Polar Capital first reported a position in FMX in Q2 2013 and held it in 2 quarters. The position peaked at $464K in Q2 2013. 219 funds tracked by Wall St. Rank hold FMX as of Q4 2013.

Polar Capital reported no remaining Fomento Económico Mexicano position as of Q4 2013 after selling out during the quarter.
Polar Capital sold 4,500 Fomento Económico Mexicano shares in Q4 2013, an estimated $437K.
Polar Capital first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 2 quarters.
Polar Capital's Fomento Económico Mexicano position peaked at $464K in Q2 2013.
219 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2013.

Based on Polar Capital's 13F filing for Q4 2013, filed 11 Feb 2014.