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Symphony Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Symphony Asset Management’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,782
Closed -$217K – 442
2013
Q4 		$217K Buy
+1,782
New +$214K 0.02% 439

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return

Symphony Asset Management's KOF Position: Q1 2014 in Review

Symphony Asset Management sold out of Coca-Cola Femsa (KOF) in Q1 2014, closing a stake of 1,782 shares — an estimated $217K sold.

Symphony Asset Management first reported a position in KOF in Q4 2013 and held it in 1 quarter. The position peaked at $217K in Q4 2013. 102 funds tracked by Wall St. Rank hold KOF as of Q1 2014.

  • Symphony Asset Management reported no remaining Coca-Cola Femsa position as of Q1 2014 after selling out during the quarter.
  • Symphony Asset Management sold 1,782 Coca-Cola Femsa shares in Q1 2014, an estimated $217K.
  • Symphony Asset Management first reported a position in Coca-Cola Femsa in Q4 2013 and held it in 1 quarter.
  • Symphony Asset Management's Coca-Cola Femsa position peaked at $217K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2014.

Based on Symphony Asset Management's 13F filing for Q1 2014, filed 15 May 2014.