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Wealthspire Advisors (Maryland)’s Fomento Económico Mexicano FMX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-213
Closed -$20K – 1007
2019
Q1 		$20K Hold
213
– – ﹤0.01% 1273
2018
Q4 		$18K Buy
213
+13
+7% +$1.16K ﹤0.01% 1243
2018
Q3 		$20K Buy
200
+8
+4% +$770 ﹤0.01% 1304
2018
Q2 		$17K Sell
192
-8
-4% -$706 ﹤0.01% 1375
2018
Q1 		$18K Sell
200
-110
-35% -$10.3K ﹤0.01% 1328
2017
Q4 		$29K Buy
+310
New +$28.3K ﹤0.01% 1207

Other funds holding FMX

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FMX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fomento Económico Mexicano (FMX) in Q2 2019, closing a stake of 213 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in FMX in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q4 2017. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fomento Económico Mexicano position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 213 Fomento Económico Mexicano shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Fomento Económico Mexicano position peaked at $29K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.