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UBS’s Fomento Económico Mexicano FMX Stock Holding History

UBS’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
2014
Q3 		– Sell
-400
Closed -$37K – 10473
2014
Q2 		$37K Sell
400
-4,600
-92% -$436K ﹤0.01% 7277
2014
Q1 		$466K Buy
5,000
+4,600
+1,150% +$412K ﹤0.01% 4301
2013
Q4 		$39K Buy
400
+300
+300% +$28.2K ﹤0.01% 7288
2013
Q3 		$10K Sell
100
-45,900
-100% -$4.61M ﹤0.01% 8803
2013
Q2 		$4.75M Buy
+46,000
New +$5.12M 0.01% 1673

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

UBS's FMX Position: Q3 2014 in Review

UBS increased its Fomento Económico Mexicano (FMX) stake by 9.5% in Q3 2014, buying an estimated $770K and bringing the position to 93,095 shares worth $8.57M. The position accounts for 0.01% of the portfolio, ranked #1570.

UBS first reported a position in FMX in Q2 2013 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2014.

  • UBS held 93,095 shares of Fomento Económico Mexicano worth $8.57M as of Q3 2014.
  • UBS bought 8,072 Fomento Económico Mexicano shares in Q3 2014, an estimated $770K.
  • Fomento Económico Mexicano made up 0.01% of UBS's portfolio in Q3 2014, its #1570 holding.
  • UBS first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.