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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 $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Veritable's AMX Position: Q1 2016 in Review

Veritable sold out of America Movil (AMX) in Q1 2016, closing a stake of 16,236 shares — an estimated $228K sold.

Veritable first reported a position in AMX in Q2 2013 and held it in 7 quarters. The position peaked at $781K in Q2 2013. 270 funds tracked by Wall St. Rank hold AMX as of Q1 2016.

  • Veritable reported no remaining America Movil position as of Q1 2016 after selling out during the quarter.
  • Veritable sold 16,236 America Movil shares in Q1 2016, an estimated $228K.
  • Veritable first reported a position in America Movil in Q2 2013 and held it in 7 quarters.
  • Veritable's America Movil position peaked at $781K in Q2 2013.
  • 270 funds tracked by Wall St. Rank held America Movil as of Q1 2016.

Based on Veritable's 13F filing for Q1 2016, filed 16 May 2016.