Waverly Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Waverly Advisors’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
2014 Q4	–	Sell	-13	Closed	-$1K	–	513
2014 Q3	$1K	Hold	13	–	–	﹤0.01%	746
2014 Q2	$1K	Hold	13	–	–	﹤0.01%	708
2014 Q1	$1K	Hold	13	–	–	﹤0.01%	681
2013 Q4	$1K	Buy	+13	New	+$1.22K	﹤0.01%	805

Other funds holding FMX

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's FMX Position: Q4 2014 in Review

Waverly Advisors sold out of Fomento Económico Mexicano (FMX) in Q4 2014, closing a stake of 13 shares — an estimated $1K sold.

Waverly Advisors first reported a position in FMX in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q3 2014. 226 funds tracked by Wall St. Rank hold FMX as of Q4 2014.

Waverly Advisors reported no remaining Fomento Económico Mexicano position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 13 Fomento Económico Mexicano shares in Q4 2014, an estimated $1K.
Waverly Advisors first reported a position in Fomento Económico Mexicano in Q4 2013 and held it in 4 quarters.
Waverly Advisors's Fomento Económico Mexicano position peaked at $1K in Q3 2014.
226 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.