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USA Financial Formulas’s Fomento Económico Mexicano FMX Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-3,174
Closed -$314K – 196
2018
Q4 		$314K Sell
3,174
-982
-24% -$87.2K 0.08% 219
2018
Q3 		$365K Buy
+4,156
New +$400K 0.09% 181
2018
Q1 		– Sell
-3,313
Closed -$311K – 346
2017
Q4 		$311K Buy
+3,313
New +$302K 0.07% 213

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

USA Financial Formulas's FMX Position: Q1 2019 in Review

USA Financial Formulas sold out of Fomento Económico Mexicano (FMX) in Q1 2019, closing a stake of 3,174 shares — an estimated $314K sold.

USA Financial Formulas first reported a position in FMX in Q4 2017 and held it in 3 quarters. The position peaked at $365K in Q3 2018. 262 funds tracked by Wall St. Rank hold FMX as of Q1 2019.

  • USA Financial Formulas reported no remaining Fomento Económico Mexicano position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 3,174 Fomento Económico Mexicano shares in Q1 2019, an estimated $314K.
  • USA Financial Formulas first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 3 quarters.
  • USA Financial Formulas's Fomento Económico Mexicano position peaked at $365K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.