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 $191B AUM 17.5% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GTP

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's CX Position: Q4 2019 in Review

Sheaff Brock Investment Advisors sold out of Cemex (CX) in Q4 2019, closing a stake of 25,414 shares — an estimated $100K sold.

Sheaff Brock Investment Advisors first reported a position in CX in Q4 2015 and held it in 16 quarters. The position peaked at $240K in Q2 2017. 229 funds tracked by Wall St. Rank hold CX as of Q4 2019.

Sheaff Brock Investment Advisors reported no remaining Cemex position as of Q4 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 25,414 Cemex shares in Q4 2019, an estimated $100K.
Sheaff Brock Investment Advisors first reported a position in Cemex in Q4 2015 and held it in 16 quarters.
Sheaff Brock Investment Advisors's Cemex position peaked at $240K in Q2 2017.
229 funds tracked by Wall St. Rank held Cemex as of Q4 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.