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Trilogy Global Advisors’s America Movil AMX Stock Holding History

Trilogy Global 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
2013
Q4 		– Sell
-1,376,151
Closed -$27.3M – 94
2013
Q3 		$27.3M Sell
1,376,151
-1,922,897
-58% -$39.6M 0.59% 53
2013
Q2 		$71.8M Buy
+3,299,048
New +$67.5M 1.66% 24

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Trilogy Global Advisors's AMX Position: Q4 2013 in Review

Trilogy Global Advisors sold out of America Movil (AMX) in Q4 2013, closing a stake of 1,376,151 shares — an estimated $27.3M sold.

Trilogy Global Advisors first reported a position in AMX in Q2 2013 and held it in 2 quarters. The position peaked at $71.8M in Q2 2013. 324 funds tracked by Wall St. Rank hold AMX as of Q4 2013.

  • Trilogy Global Advisors reported no remaining America Movil position as of Q4 2013 after selling out during the quarter.
  • Trilogy Global Advisors sold 1,376,151 America Movil shares in Q4 2013, an estimated $27.3M.
  • Trilogy Global Advisors first reported a position in America Movil in Q2 2013 and held it in 2 quarters.
  • Trilogy Global Advisors's America Movil position peaked at $71.8M in Q2 2013.
  • 324 funds tracked by Wall St. Rank held America Movil as of Q4 2013.

Based on Trilogy Global Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.