Round Table Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Round Table Investment Management’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
2014 Q3	–	Sell	-12,500	Closed	-$1.17M	–	46
2014 Q2	$1.17M	Buy	12,500 +3,600	+40%	+$342K	0.49%	36
2014 Q1	$830K	Hold	8,900	–	–	0.48%	33
2013 Q4	$871K	Hold	8,900	–	–	0.1%	37
2013 Q3	$864K	Buy	+8,900	New	+$894K	0.66%	31

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Round Table Investment Management's FMX Position: Q3 2014 in Review

Round Table Investment Management sold out of Fomento Económico Mexicano (FMX) in Q3 2014, closing a stake of 12,500 shares — an estimated $1.17M sold.

Round Table Investment Management first reported a position in FMX in Q3 2013 and held it in 4 quarters. The position peaked at $1.17M in Q2 2014. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2014.

Round Table Investment Management reported no remaining Fomento Económico Mexicano position as of Q3 2014 after selling out during the quarter.
Round Table Investment Management sold 12,500 Fomento Económico Mexicano shares in Q3 2014, an estimated $1.17M.
Round Table Investment Management first reported a position in Fomento Económico Mexicano in Q3 2013 and held it in 4 quarters.
Round Table Investment Management's Fomento Económico Mexicano position peaked at $1.17M in Q2 2014.
213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2014.

Based on Round Table Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.