Tortoise Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Tortoise Investment Management’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
2015 Q2	–	Sell	-18	Closed	-$2K	–	436
2015 Q1	$2K	Sell	18 -15	-45%	-$1.34K	﹤0.01%	381
2014 Q4	$3K	Buy	33 +15	+83%	+$1.37K	﹤0.01%	391
2014 Q3	$2K	Hold	18	–	–	﹤0.01%	360
2014 Q2	$2K	Hold	18	–	–	﹤0.01%	381
2014 Q1	$2K	Hold	18	–	–	﹤0.01%	322
2013 Q4	$2K	Hold	18	–	–	﹤0.01%	297
2013 Q3	$2K	Hold	18	–	–	﹤0.01%	306
2013 Q2	$2K	Buy	+18	New	+$2K	﹤0.01%	332

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

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

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

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

CGI

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's FMX Position: Q2 2015 in Review

Tortoise Investment Management sold out of Fomento Económico Mexicano (FMX) in Q2 2015, closing a stake of 18 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in FMX in Q2 2013 and held it in 8 quarters. The position peaked at $3K in Q4 2014. 215 funds tracked by Wall St. Rank hold FMX as of Q2 2015.

Tortoise Investment Management reported no remaining Fomento Económico Mexicano position as of Q2 2015 after selling out during the quarter.
Tortoise Investment Management sold 18 Fomento Económico Mexicano shares in Q2 2015, an estimated $2K.
Tortoise Investment Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 8 quarters.
Tortoise Investment Management's Fomento Económico Mexicano position peaked at $3K in Q4 2014.
215 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2015.

Based on Tortoise Investment Management's 13F filing for Q2 2015, filed 23 Jul 2015.