WI
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WBI Investments’s America Movil AMX Stock Holding History

WBI Investments’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
2014
Q3 		– Sell
-1,467,519
Closed -$30.5M – 169
2014
Q2 		$30.5M Buy
1,467,519
+1,204,120
+457% +$24.1M 1.31% 24
2014
Q1 		$5.24M Buy
+263,399
New +$5.46M 0.23% 94

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

WBI Investments's AMX Position: Q3 2014 in Review

WBI Investments sold out of America Movil (AMX) in Q3 2014, closing a stake of 1,467,519 shares — an estimated $30.5M sold.

WBI Investments first reported a position in AMX in Q1 2014 and held it in 2 quarters. The position peaked at $30.5M in Q2 2014. 338 funds tracked by Wall St. Rank hold AMX as of Q3 2014.

  • WBI Investments reported no remaining America Movil position as of Q3 2014 after selling out during the quarter.
  • WBI Investments sold 1,467,519 America Movil shares in Q3 2014, an estimated $30.5M.
  • WBI Investments first reported a position in America Movil in Q1 2014 and held it in 2 quarters.
  • WBI Investments's America Movil position peaked at $30.5M in Q2 2014.
  • 338 funds tracked by Wall St. Rank held America Movil as of Q3 2014.

Based on WBI Investments's 13F filing for Q3 2014, filed 12 Nov 2014.