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R&F Capital Advisors’s Fomento Económico Mexicano FMX Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$902K Buy
10,193
+4,524
+80% +$368K 0.23% 108
2016
Q4 		$432K Buy
+5,669
New +$485K 0.15% 210

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

R&F Capital Advisors's FMX Position: Q1 2017 in Review

R&F Capital Advisors increased its Fomento Económico Mexicano (FMX) stake by 80% in Q1 2017, buying an estimated $368K and bringing the position to 10,193 shares worth $902K. The position accounts for 0.23% of the portfolio, ranked #108.

R&F Capital Advisors first reported a position in FMX in Q4 2016 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold FMX as of Q1 2017.

  • R&F Capital Advisors held 10,193 shares of Fomento Económico Mexicano worth $902K as of Q1 2017.
  • R&F Capital Advisors bought 4,524 Fomento Económico Mexicano shares in Q1 2017, an estimated $368K.
  • Fomento Económico Mexicano made up 0.23% of R&F Capital Advisors's portfolio in Q1 2017, its #108 holding.
  • R&F Capital Advisors first reported a position in Fomento Económico Mexicano in Q4 2016 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.