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Tompkins Financial’s America Movil AMX Stock Holding History

Tompkins Financial’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
2015
Q2 		– Sell
-400
Closed -$8K – 498
2015
Q1 		$8K Hold
400
– – ﹤0.01% 438
2014
Q4 		$9K Hold
400
– – ﹤0.01% 386
2014
Q3 		$10K Hold
400
– – ﹤0.01% 375
2014
Q2 		$8K Buy
+400
New +$8.01K ﹤0.01% 399

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Tompkins Financial's AMX Position: Q2 2015 in Review

Tompkins Financial sold out of America Movil (AMX) in Q2 2015, closing a stake of 400 shares — an estimated $8K sold.

Tompkins Financial first reported a position in AMX in Q2 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2014. 311 funds tracked by Wall St. Rank hold AMX as of Q2 2015.

  • Tompkins Financial reported no remaining America Movil position as of Q2 2015 after selling out during the quarter.
  • Tompkins Financial sold 400 America Movil shares in Q2 2015, an estimated $8K.
  • Tompkins Financial first reported a position in America Movil in Q2 2014 and held it in 4 quarters.
  • Tompkins Financial's America Movil position peaked at $10K in Q3 2014.
  • 311 funds tracked by Wall St. Rank held America Movil as of Q2 2015.

Based on Tompkins Financial's 13F filing for Q2 2015, filed 14 Jul 2015.