Sheaff Brock Investment Advisors’s Cemex CX Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-25,414	Closed	-$100K	–	486
2019 Q3	$100K	Hold	25,414	–	–	0.01%	436
2019 Q2	$108K	Hold	25,414	–	–	0.01%	458
2019 Q1	$118K	Hold	25,414	–	–	0.01%	468
2018 Q4	$122K	Hold	25,414	–	–	0.02%	427
2018 Q3	$179K	Hold	25,414	–	–	0.02%	466
2018 Q2	$167K	Buy	25,414 +200	+0.8%	+$1.26K	0.02%	488
2018 Q1	$167K	Buy	25,214 +200	+0.8%	+$1.5K	0.02%	487
2017 Q4	$188K	Sell	25,014 -442	-2%	-$3.5K	0.02%	467
2017 Q3	$231K	Hold	25,456	–	–	0.03%	438
2017 Q2	$240K	Buy	25,456 +299	+1%	+$2.63K	0.03%	455
2017 Q1	$219K	Hold	25,157	–	–	0.03%	480
2016 Q4	$194K	Buy	25,157 +442	+2%	+$3.51K	0.02%	518
2016 Q3	$189K	Hold	24,715	–	–	0.03%	479
2016 Q2	$147K	Buy	24,715 +216	+0.9%	+$1.38K	0.02%	518
2016 Q1	$165K	Hold	24,499	–	–	0.02%	518
2015 Q4	$126K	Buy	+24,499	New	+$143K	0.01%	565

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return