Stonehage Fleming Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Stonehage Fleming Financial Services’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
2017 Q4	–	Sell	-10,819	Closed	-$1.03M	–	238
2017 Q3	$1.03M	Hold	10,819	–	–	0.05%	85
2017 Q2	$1.06M	Hold	10,819	–	–	0.06%	81
2017 Q1	$958K	Sell	10,819 -231	-2%	-$18.8K	0.06%	115
2016 Q4	$842K	Sell	11,050 -1,334	-11%	-$114K	0.05%	135
2016 Q3	$1.14M	Hold	12,384	–	–	0.07%	106
2016 Q2	$1.15M	Hold	12,384	–	–	0.08%	109
2016 Q1	$1.19M	Hold	12,384	–	–	0.08%	102
2015 Q4	$1.14M	Hold	12,384	–	–	0.09%	47
2015 Q3	$1.1M	Sell	12,384 -72,687	-85%	-$6.46M	0.12%	50
2015 Q2	$7.58M	Sell	85,071 -50,055	-37%	-$4.64M	0.91%	26
2015 Q1	$12.6M	Sell	135,126 -114,374	-46%	-$10.2M	1.51%	23
2014 Q4	$22M	Buy	+249,500	New	+$22.8M	2.62%	16

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Stonehage Fleming Financial Services's FMX Position: Q4 2017 in Review

Stonehage Fleming Financial Services sold out of Fomento Económico Mexicano (FMX) in Q4 2017, closing a stake of 10,819 shares — an estimated $1.03M sold.

Stonehage Fleming Financial Services first reported a position in FMX in Q4 2014 and held it in 12 quarters. The position peaked at $22M in Q4 2014. 232 funds tracked by Wall St. Rank hold FMX as of Q4 2017.

Stonehage Fleming Financial Services reported no remaining Fomento Económico Mexicano position as of Q4 2017 after selling out during the quarter.
Stonehage Fleming Financial Services sold 10,819 Fomento Económico Mexicano shares in Q4 2017, an estimated $1.03M.
Stonehage Fleming Financial Services first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 12 quarters.
Stonehage Fleming Financial Services's Fomento Económico Mexicano position peaked at $22M in Q4 2014.
232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2017, filed 11 Oct 2019.