UCFA
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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 – 1378
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
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return