United Capital Financial Advisors’s Fomento Económico Mexicano FMX Stock Holding History

United Capital Financial Advisors’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
2019 Q3	–	Sell	-2,146	Closed	-$206K	–	1377
2019 Q2	$206K	Buy	+2,146	New	+$208K	﹤0.01%	1357
2016 Q2	–	Sell	-2,192	Closed	-$211K	–	1262
2016 Q1	$211K	Buy	+2,192	New	+$200K	﹤0.01%	1110
2015 Q2	–	Sell	-17,030	Closed	-$1.54M	–	1275
2015 Q1	$1.54M	Buy	17,030 +7,443	+78%	+$664K	0.02%	626
2014 Q4	$844K	Buy	+9,587	New	+$878K	0.01%	692

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

VAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CGI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

United Capital Financial Advisors's FMX Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Fomento Económico Mexicano (FMX) in Q3 2019, closing a stake of 2,146 shares — an estimated $206K sold.

United Capital Financial Advisors first reported a position in FMX in Q4 2014 and held it in 4 quarters. The position peaked at $1.54M in Q1 2015. 257 funds tracked by Wall St. Rank hold FMX as of Q3 2019.

United Capital Financial Advisors reported no remaining Fomento Económico Mexicano position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 2,146 Fomento Económico Mexicano shares in Q3 2019, an estimated $206K.
United Capital Financial Advisors first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 4 quarters.
United Capital Financial Advisors's Fomento Económico Mexicano position peaked at $1.54M in Q1 2015.
257 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.