SAM
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Summit Asset Management’s America Movil AMX Stock Holding History

Summit Asset Management’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
2013
Q3 		– Sell
-10,600
Closed -$231K – 83
2013
Q2 		$231K Buy
+10,600
New +$217K 0.22% 70

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Asset Management's AMX Position: Q3 2013 in Review

Summit Asset Management sold out of America Movil (AMX) in Q3 2013, closing a stake of 10,600 shares — an estimated $231K sold.

Summit Asset Management first reported a position in AMX in Q2 2013 and held it in 1 quarter. The position peaked at $231K in Q2 2013. 315 funds tracked by Wall St. Rank hold AMX as of Q3 2013.

  • Summit Asset Management reported no remaining America Movil position as of Q3 2013 after selling out during the quarter.
  • Summit Asset Management sold 10,600 America Movil shares in Q3 2013, an estimated $231K.
  • Summit Asset Management first reported a position in America Movil in Q2 2013 and held it in 1 quarter.
  • Summit Asset Management's America Movil position peaked at $231K in Q2 2013.
  • 315 funds tracked by Wall St. Rank held America Movil as of Q3 2013.

Based on Summit Asset Management's 13F filing for Q3 2013, filed 6 Nov 2013.