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Rockefeller Financial Services’s America Movil AMX Stock Holding History

Rockefeller Financial Services’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
2014
Q2 		– Sell
-129,667
Closed -$2.58M – 627
2014
Q1 		$2.58M Sell
129,667
-58,807
-31% -$1.22M 0.06% 169
2013
Q4 		$4.41M Hold
188,474
– – 0.1% 147
2013
Q3 		$3.73M Sell
188,474
-157,284
-45% -$3.24M 0.09% 153
2013
Q2 		$7.52M Buy
+345,758
New +$7.07M 0.18% 115

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Financial Services's AMX Position: Q2 2014 in Review

Rockefeller Financial Services sold out of America Movil (AMX) in Q2 2014, closing a stake of 129,667 shares — an estimated $2.58M sold.

Rockefeller Financial Services first reported a position in AMX in Q2 2013 and held it in 4 quarters. The position peaked at $7.52M in Q2 2013. 310 funds tracked by Wall St. Rank hold AMX as of Q2 2014.

  • Rockefeller Financial Services reported no remaining America Movil position as of Q2 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 129,667 America Movil shares in Q2 2014, an estimated $2.58M.
  • Rockefeller Financial Services first reported a position in America Movil in Q2 2013 and held it in 4 quarters.
  • Rockefeller Financial Services's America Movil position peaked at $7.52M in Q2 2013.
  • 310 funds tracked by Wall St. Rank held America Movil as of Q2 2014.

Based on Rockefeller Financial Services's 13F filing for Q2 2014, filed 25 Jul 2014.