Rockefeller Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$415K	Sell	4,416 -2,644	-37%	-$241K	0.01%	295
2017 Q3	$674K	Sell	7,060 -336	-5%	-$33.5K	0.01%	244
2017 Q2	$727K	Sell	7,396 -248	-3%	-$23.1K	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%	-$4.94K	0.01%	224
2016 Q1	$741K	Buy	7,698 +54	+0.7%	+$4.93K	0.01%	213
2015 Q4	$706K	Sell	7,644 -67	-0.9%	-$6.44K	0.01%	219
2015 Q3	$688K	Sell	7,711 -4,922	-39%	-$438K	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%	-$617K	0.02%	194
2014 Q3	$1.78M	Sell	19,371 -5,200	-21%	-$496K	0.04%	170
2014 Q2	$2.3M	Sell	24,571 -7,610	-24%	-$722K	0.05%	170
2014 Q1	$3M	Sell	32,181 -7,245	-18%	-$648K	0.07%	160
2013 Q4	$3.86M	Sell	39,426 -8,262	-17%	-$777K	0.08%	156
2013 Q3	$4.63M	Sell	47,688 -37,254	-44%	-$3.74M	0.11%	146
2013 Q2	$8.77M	Buy	+84,942	New	+$9.45M	0.21%	98