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WealthTrust-Arizona’s Fomento Económico Mexicano FMX Stock Holding History

WealthTrust-Arizona’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
2013
Q4 		– Sell
-50
Closed -$5K – 662
2013
Q3 		$5K Hold
50
– – 0.01% 460
2013
Q2 		$5K Buy
+50
New +$5.56K 0.01% 442

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthTrust-Arizona's FMX Position: Q4 2013 in Review

WealthTrust-Arizona sold out of Fomento Económico Mexicano (FMX) in Q4 2013, closing a stake of 50 shares — an estimated $5K sold.

WealthTrust-Arizona first reported a position in FMX in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 219 funds tracked by Wall St. Rank hold FMX as of Q4 2013.

  • WealthTrust-Arizona reported no remaining Fomento Económico Mexicano position as of Q4 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 50 Fomento Económico Mexicano shares in Q4 2013, an estimated $5K.
  • WealthTrust-Arizona first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's Fomento Económico Mexicano position peaked at $5K in Q3 2013.
  • 219 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2013.

Based on WealthTrust-Arizona's 13F filing for Q4 2013, filed 22 Jan 2014.