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Transamerica Financial Advisors’s Cemex CX Stock Holding History

Transamerica Financial Advisors’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-350
Closed -$3K – 841
2015
Q2 		$3K Sell
350
-1
-0.3% -$9 ﹤0.01% 731
2015
Q1 		$3K Hold
351
– – ﹤0.01% 732
2014
Q4 		$4K Hold
351
– – ﹤0.01% 564
2014
Q3 		$5K Hold
351
– – ﹤0.01% 524
2014
Q2 		$5K Hold
351
– – ﹤0.01% 550
2014
Q1 		$4K Buy
+351
New +$3.78K ﹤0.01% 525

Other funds holding CX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's CX Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of Cemex (CX) in Q3 2015, closing a stake of 350 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in CX in Q1 2014 and held it in 6 quarters. The position peaked at $5K in Q3 2014. 234 funds tracked by Wall St. Rank hold CX as of Q3 2015.

  • Transamerica Financial Advisors reported no remaining Cemex position as of Q3 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 350 Cemex shares in Q3 2015, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in Cemex in Q1 2014 and held it in 6 quarters.
  • Transamerica Financial Advisors's Cemex position peaked at $5K in Q3 2014.
  • 234 funds tracked by Wall St. Rank held Cemex as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.