Rockefeller Financial Services’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Rockefeller Financial Services’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-128,636	Closed	-$1.3M	–	539
2017 Q3	$1.3M	Sell	128,636 -6,113	-5%	-$62.7K	0.02%	183
2017 Q2	$1.3M	Sell	134,749 -4,515	-3%	-$41.8K	0.03%	163
2017 Q1	$1.26M	Hold	139,264	–	–	0.03%	170
2016 Q4	$1M	Sell	139,264 -10,382	-7%	-$83.5K	0.02%	196
2016 Q3	$1.32M	Sell	149,646 -79,582	-35%	-$738K	0.03%	171
2016 Q2	$2.08M	Buy	229,228 +2,045	+0.9%	+$18.2K	0.04%	144
2016 Q1	$2.05M	Buy	227,183 +2,405	+1%	+$19.2K	0.04%	145
2015 Q4	$1.95M	Hold	224,778	–	–	0.04%	156
2015 Q3	$1.65M	Buy	224,778 +878	+0.4%	+$7.29K	0.03%	163
2015 Q2	$2.05M	Sell	223,900 -7,525	-3%	-$75.4K	0.04%	151
2015 Q1	$2.53M	Sell	231,425 -69,221	-23%	-$740K	0.05%	141
2014 Q4	$3.11M	Hold	300,646	–	–	0.07%	128
2014 Q3	$4.07M	Sell	300,646 -66,831	-18%	-$921K	0.09%	126
2014 Q2	$4.88M	Sell	367,477 -17,720	-5%	-$226K	0.11%	137
2014 Q1	$4.73M	Sell	385,197 -52,652	-12%	-$611K	0.1%	139
2013 Q4	$5.97M	Sell	437,849 -35,001	-7%	-$483K	0.13%	136
2013 Q3	$6.54M	Sell	472,850 -182,068	-28%	-$2.61M	0.15%	126
2013 Q2	$9.31M	Buy	+654,918	New	+$10.2M	0.22%	93

Other funds holding BSMX

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Rockefeller Financial Services's BSMX Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q4 2017, closing a stake of 128,636 shares — an estimated $1.3M sold.

Rockefeller Financial Services first reported a position in BSMX in Q2 2013 and held it in 18 quarters. The position peaked at $9.31M in Q2 2013. 118 funds tracked by Wall St. Rank hold BSMX as of Q4 2017.

Rockefeller Financial Services reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q4 2017 after selling out during the quarter.
Rockefeller Financial Services sold 128,636 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q4 2017, an estimated $1.3M.
Rockefeller Financial Services first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q2 2013 and held it in 18 quarters.
Rockefeller Financial Services's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $9.31M in Q2 2013.
118 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.