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Veritable’s America Movil AMX Stock Holding History

Veritable’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
2016
Q1 		– Sell
-16,236
Closed -$228K – 704
2015
Q4 		$228K Buy
+16,236
New +$265K 0.01% 656
2014
Q4 		– Sell
-17,053
Closed -$430K – 941
2014
Q3 		$430K Sell
17,053
-13,536
-44% -$326K 0.01% 644
2014
Q2 		$635K Buy
30,589
+1,365
+5% +$27.3K 0.01% 532
2014
Q1 		$581K Buy
29,224
+11
+0% +$228 0.01% 541
2013
Q4 		$683K Sell
29,213
-297
-1% -$6.48K 0.02% 485
2013
Q3 		$585K Sell
29,510
-6,397
-18% -$132K 0.01% 525
2013
Q2 		$781K Buy
+35,907
New +$735K 0.02% 456

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return