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Royal Fund Management’s Fomento Económico Mexicano FMX Stock Holding History

Royal Fund 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
2018
Q1 		– Sell
-76
Closed -$7K – 583
2017
Q4 		$7K Buy
+76
New +$6.93K ﹤0.01% 425

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royal Fund Management's FMX Position: Q1 2018 in Review

Royal Fund Management sold out of Fomento Económico Mexicano (FMX) in Q1 2018, closing a stake of 76 shares — an estimated $7K sold.

Royal Fund Management first reported a position in FMX in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2018.

  • Royal Fund Management reported no remaining Fomento Económico Mexicano position as of Q1 2018 after selling out during the quarter.
  • Royal Fund Management sold 76 Fomento Económico Mexicano shares in Q1 2018, an estimated $7K.
  • Royal Fund Management first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 1 quarter.
  • Royal Fund Management's Fomento Económico Mexicano position peaked at $7K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.