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WBI Investments’s Fomento Económico Mexicano FMX Stock Holding History

WBI Investments’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
2016
Q1 		– Sell
-48,705
Closed -$4.5M – 159
2015
Q4 		$4.5M Buy
+48,705
New +$4.68M 0.13% 122
2014
Q1 		– Sell
-126,841
Closed -$12.4M – 119
2013
Q4 		$12.4M Buy
126,841
+20,619
+19% +$1.94M 0.55% 59
2013
Q3 		$10.3M Buy
+106,222
New +$10.7M 0.49% 62

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WBI Investments's FMX Position: Q1 2016 in Review

WBI Investments sold out of Fomento Económico Mexicano (FMX) in Q1 2016, closing a stake of 48,705 shares — an estimated $4.5M sold.

WBI Investments first reported a position in FMX in Q3 2013 and held it in 3 quarters. The position peaked at $12.4M in Q4 2013. 242 funds tracked by Wall St. Rank hold FMX as of Q1 2016.

  • WBI Investments reported no remaining Fomento Económico Mexicano position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 48,705 Fomento Económico Mexicano shares in Q1 2016, an estimated $4.5M.
  • WBI Investments first reported a position in Fomento Económico Mexicano in Q3 2013 and held it in 3 quarters.
  • WBI Investments's Fomento Económico Mexicano position peaked at $12.4M in Q4 2013.
  • 242 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.