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Wealthcare Capital Management’s America Movil AMX Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-106
Closed -$2K – 245
2015
Q2 		$2K Sell
106
-35
-25% -$737 ﹤0.01% 316
2015
Q1 		$3K Buy
+141
New +$3.02K ﹤0.01% 729

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O
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MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthcare Capital Management's AMX Position: Q3 2015 in Review

Wealthcare Capital Management sold out of America Movil (AMX) in Q3 2015, closing a stake of 106 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in AMX in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 294 funds tracked by Wall St. Rank hold AMX as of Q3 2015.

  • Wealthcare Capital Management reported no remaining America Movil position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 106 America Movil shares in Q3 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in America Movil in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's America Movil position peaked at $3K in Q1 2015.
  • 294 funds tracked by Wall St. Rank held America Movil as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.