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Summit Trail Advisors’s America Movil AMX Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-100
Closed -$2K – 487
2017
Q4 		$2K Buy
+100
New +$1.74K ﹤0.01% 1606

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Summit Trail Advisors's AMX Position: Q1 2018 in Review

Summit Trail Advisors sold out of America Movil (AMX) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in AMX in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 289 funds tracked by Wall St. Rank hold AMX as of Q1 2018.

  • Summit Trail Advisors reported no remaining America Movil position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 100 America Movil shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in America Movil in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's America Movil position peaked at $2K in Q4 2017.
  • 289 funds tracked by Wall St. Rank held America Movil as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.