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Prestige Wealth Management Group’s Coca-Cola Femsa KOF Stock Holding History

Prestige Wealth Management Group’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-34
Closed -$2K – 838
2018
Q4 		$2K Buy
+34
New +$2.06K ﹤0.01% 833

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prestige Wealth Management Group's KOF Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Coca-Cola Femsa (KOF) in Q1 2019, closing a stake of 34 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in KOF in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 114 funds tracked by Wall St. Rank hold KOF as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Coca-Cola Femsa position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 34 Coca-Cola Femsa shares in Q1 2019, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Coca-Cola Femsa in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Coca-Cola Femsa position peaked at $2K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.