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Wealthcare Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-8
Closed -$1K – 560
2015
Q1 		$1K Buy
+8
New +$714 ﹤0.01% 861

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthcare Capital Management's FMX Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Fomento Económico Mexicano (FMX) in Q2 2015, closing a stake of 8 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in FMX in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 215 funds tracked by Wall St. Rank hold FMX as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Fomento Económico Mexicano position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 Fomento Económico Mexicano shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Fomento Económico Mexicano in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Fomento Económico Mexicano position peaked at $1K in Q1 2015.
  • 215 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.