Rockefeller Financial Services’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $415K | Sell |
4,416
-2,644
| -37% | -$248K | 0.01% | 295 |
|
|
2017
Q3 | $674K | Sell |
7,060
-336
| -5% | -$32.1K | 0.01% | 244 |
|
|
2017
Q2 | $727K | Sell |
7,396
-248
| -3% | -$24.4K | 0.01% | 204 |
|
|
2017
Q1 | $677K | Hold |
7,644
| – | – | 0.01% | 219 |
|
|
2016
Q4 | $583K | Hold |
7,644
| – | – | 0.01% | 232 |
|
|
2016
Q3 | $704K | Hold |
7,644
| – | – | 0.01% | 216 |
|
|
2016
Q2 | $707K | Sell |
7,644
-54
| -0.7% | -$5K | 0.01% | 224 |
|
|
2016
Q1 | $741K | Buy |
7,698
+54
| +0.7% | +$5.2K | 0.01% | 213 |
|
|
2015
Q4 | $706K | Sell |
7,644
-67
| -0.9% | -$6.19K | 0.01% | 219 |
|
|
2015
Q3 | $688K | Sell |
7,711
-4,922
| -39% | -$439K | 0.01% | 221 |
|
|
2015
Q2 | $1.13M | Hold |
12,633
| – | – | 0.02% | 185 |
|
|
2015
Q1 | $1.18M | Hold |
12,633
| – | – | 0.03% | 185 |
|
|
2014
Q4 | $1.11M | Sell |
12,633
-6,738
| -35% | -$593K | 0.02% | 194 |
|
|
2014
Q3 | $1.78M | Sell |
19,371
-5,200
| -21% | -$479K | 0.04% | 170 |
|
|
2014
Q2 | $2.3M | Sell |
24,571
-7,610
| -24% | -$713K | 0.05% | 170 |
|
|
2014
Q1 | $3M | Sell |
32,181
-7,245
| -18% | -$676K | 0.07% | 160 |
|
|
2013
Q4 | $3.86M | Sell |
39,426
-8,262
| -17% | -$809K | 0.08% | 156 |
|
|
2013
Q3 | $4.63M | Sell |
47,688
-37,254
| -44% | -$3.62M | 0.11% | 146 |
|
|
2013
Q2 | $8.77M | Buy |
+84,942
| New | +$8.77M | 0.21% | 98 |
|