Veritable’s Cemex CX Stock Holding History

Veritable’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-80,262	Closed	-$756K	–	768
2017 Q2	$756K	Hold	80,262	–	–	0.02%	412
2017 Q1	$700K	Hold	80,262	–	–	0.02%	404
2016 Q4	$620K	Sell	80,262 -7,991	-9%	-$63.5K	0.02%	418
2016 Q3	$674K	Sell	88,253 -8,887	-9%	-$65.4K	0.02%	395
2016 Q2	$576K	Sell	97,140 -1	-0%	-$6	0.01%	413
2016 Q1	$654K	Buy	97,141 +9,320	+11%	+$45.9K	0.02%	374
2015 Q4	$452K	Buy	87,821 +21,585	+33%	+$126K	0.01%	488
2015 Q3	$428K	Hold	66,236	–	–	0.01%	493
2015 Q2	$561K	Sell	66,236 -2,222	-3%	-$19.8K	0.02%	430
2015 Q1	$576K	Buy	68,458 +29,522	+76%	+$254K	0.01%	566
2014 Q4	$353K	Buy	38,936 +12,632	+48%	+$131K	0.01%	703
2014 Q3	$305K	Hold	26,304	–	–	0.01%	764
2014 Q2	$309K	Hold	26,304	–	–	0.01%	752
2014 Q1	$284K	Hold	26,304	–	–	0.01%	748
2013 Q4	$266K	Hold	26,304	–	–	0.01%	757
2013 Q3	$251K	Hold	26,304	–	–	0.01%	787
2013 Q2	$238K	Buy	+26,304	New	+$253K	0.01%	810

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return