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Stifel Trust’s America Movil AMX Stock Holding History

Stifel Trust’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
2014
Q3 		$23K Hold
900
– – ﹤0.01% 346
2014
Q2 		$19K Hold
900
– – ﹤0.01% 336
2014
Q1 		$18K Sell
900
-100
-10% -$2.07K ﹤0.01% 361
2013
Q4 		$24K Hold
1,000
– – ﹤0.01% 335
2013
Q3 		$20K Hold
1,000
– – ﹤0.01% 354
2013
Q2 		$22K Buy
+1,000
New +$20.5K ﹤0.01% 335

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
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Trust's AMX Position: Q3 2014 in Review

Stifel Trust held its America Movil (AMX) position steady in Q3 2014 at 900 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Stifel Trust first reported a position in AMX in Q2 2013 and has held it in 6 quarters since. The position peaked at $24K in Q4 2013. 338 funds tracked by Wall St. Rank hold AMX as of Q3 2014.

  • Stifel Trust held 900 shares of America Movil worth $23K as of Q3 2014.
  • Stifel Trust left its America Movil share count unchanged in Q3 2014.
  • America Movil made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #346 holding.
  • Stifel Trust first reported a position in America Movil in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's America Movil position peaked at $24K in Q4 2013.
  • 338 funds tracked by Wall St. Rank held America Movil as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.