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Walled Lake Planning & Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q1 		– Sell
-51
Closed -$5K – 336
2019
Q4 		$5K Buy
+51
New +$4.69K ﹤0.01% 231

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 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 $570B AUM 27.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FMX Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 51 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in FMX in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 232 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 51 Fomento Económico Mexicano shares in Q1 2020, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Fomento Económico Mexicano in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Fomento Económico Mexicano position peaked at $5K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.