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

Rockefeller Financial Services’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
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

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

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

Rockefeller Financial Services reduced its Fomento Económico Mexicano (FMX) stake by 37% in Q4 2017, selling an estimated $241K and leaving 4,416 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #295.

Rockefeller Financial Services first reported a position in FMX in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.77M in Q2 2013. 232 funds tracked by Wall St. Rank hold FMX as of Q4 2017.

  • Rockefeller Financial Services held 4,416 shares of Fomento Económico Mexicano worth $415K as of Q4 2017.
  • Rockefeller Financial Services sold 2,644 Fomento Económico Mexicano shares in Q4 2017, an estimated $241K.
  • Fomento Económico Mexicano made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #295 holding.
  • Rockefeller Financial Services first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's Fomento Económico Mexicano position peaked at $8.77M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2017.

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