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Sterne Agee Group’s America Movil AMX Stock Holding History

Sterne Agee Group’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$1.44M Buy
69,453
+496
+0.7% +$10.6K 0.21% 145
2014
Q4 		$1.53M Buy
68,957
+12,087
+21% +$281K 0.24% 135
2014
Q3 		$1.41M Buy
56,870
+5,281
+10% +$127K 0.22% 140
2014
Q2 		$1.07M Buy
+51,589
New +$1.03M 0.18% 178

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sterne Agee Group's AMX Position: Q1 2015 in Review

Sterne Agee Group increased its America Movil (AMX) stake by 0.72% in Q1 2015, buying an estimated $10.6K and bringing the position to 69,453 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #145.

Sterne Agee Group first reported a position in AMX in Q2 2014 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2014. 321 funds tracked by Wall St. Rank hold AMX as of Q1 2015.

  • Sterne Agee Group held 69,453 shares of America Movil worth $1.44M as of Q1 2015.
  • Sterne Agee Group bought 496 America Movil shares in Q1 2015, an estimated $10.6K.
  • America Movil made up 0.21% of Sterne Agee Group's portfolio in Q1 2015, its #145 holding.
  • Sterne Agee Group first reported a position in America Movil in Q2 2014 and has held it in 4 quarters since.
  • Sterne Agee Group's America Movil position peaked at $1.53M in Q4 2014.
  • 321 funds tracked by Wall St. Rank held America Movil as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.