Principal Financial Group
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Principal Financial Group’s Fomento Económico Mexicano FMX Stock Holding History

Principal Financial Group’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
2014
Q1 		– Sell
-480,018
Closed -$47M – 2273
2013
Q4 		$47M Buy
480,018
+212,585
+79% +$20M 0.09% 269
2013
Q3 		$26M Sell
267,433
-14,453
-5% -$1.45M 0.05% 366
2013
Q2 		$29.1M Buy
+281,886
New +$31.4M 0.06% 334

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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Principal Financial Group's FMX Position: Q1 2014 in Review

Principal Financial Group sold out of Fomento Económico Mexicano (FMX) in Q1 2014, closing a stake of 480,018 shares — an estimated $47M sold.

Principal Financial Group first reported a position in FMX in Q2 2013 and held it in 3 quarters. The position peaked at $47M in Q4 2013. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2014.

  • Principal Financial Group reported no remaining Fomento Económico Mexicano position as of Q1 2014 after selling out during the quarter.
  • Principal Financial Group sold 480,018 Fomento Económico Mexicano shares in Q1 2014, an estimated $47M.
  • Principal Financial Group first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 3 quarters.
  • Principal Financial Group's Fomento Económico Mexicano position peaked at $47M in Q4 2013.
  • 220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2014.

Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.