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Stonebridge Capital Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Stonebridge Capital Advisors’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6
Closed -$1K – 871
2019
Q3 		$1K Hold
6
– – ﹤0.01% 782
2019
Q2 		$1K Buy
+6
New +$581 ﹤0.01% 827

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Stonebridge Capital Advisors's FMX Position: Q4 2019 in Review

Stonebridge Capital Advisors sold out of Fomento Económico Mexicano (FMX) in Q4 2019, closing a stake of 6 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in FMX in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 267 funds tracked by Wall St. Rank hold FMX as of Q4 2019.

  • Stonebridge Capital Advisors reported no remaining Fomento Económico Mexicano position as of Q4 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 6 Fomento Económico Mexicano shares in Q4 2019, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in Fomento Económico Mexicano in Q2 2019 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Fomento Económico Mexicano position peaked at $1K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.