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RWA Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

RWA Wealth Partners’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-50
Closed -$3K – 491
2018
Q2 		$3K Buy
+50
New +$3.06K ﹤0.01% 716

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

RWA Wealth Partners's KOF Position: Q3 2018 in Review

RWA Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q3 2018, closing a stake of 50 shares — an estimated $3K sold.

RWA Wealth Partners first reported a position in KOF in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 99 funds tracked by Wall St. Rank hold KOF as of Q3 2018.

  • RWA Wealth Partners reported no remaining Coca-Cola Femsa position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 50 Coca-Cola Femsa shares in Q3 2018, an estimated $3K.
  • RWA Wealth Partners first reported a position in Coca-Cola Femsa in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Coca-Cola Femsa position peaked at $3K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.