WI
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WBI Investments’s Coca-Cola Femsa KOF Stock Holding History

WBI Investments’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-28,935
Closed -$2.3M – 220
2015
Q2 		$2.3M Buy
28,935
+4,492
+18% +$367K 0.06% 169
2015
Q1 		$1.95M Buy
+24,443
New +$2.05M 0.05% 168

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

WBI Investments's KOF Position: Q3 2015 in Review

WBI Investments sold out of Coca-Cola Femsa (KOF) in Q3 2015, closing a stake of 28,935 shares — an estimated $2.3M sold.

WBI Investments first reported a position in KOF in Q1 2015 and held it in 2 quarters. The position peaked at $2.3M in Q2 2015. 105 funds tracked by Wall St. Rank hold KOF as of Q3 2015.

  • WBI Investments reported no remaining Coca-Cola Femsa position as of Q3 2015 after selling out during the quarter.
  • WBI Investments sold 28,935 Coca-Cola Femsa shares in Q3 2015, an estimated $2.3M.
  • WBI Investments first reported a position in Coca-Cola Femsa in Q1 2015 and held it in 2 quarters.
  • WBI Investments's Coca-Cola Femsa position peaked at $2.3M in Q2 2015.
  • 105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2015.

Based on WBI Investments's 13F filing for Q3 2015, filed 12 Nov 2015.