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WealthTrust Axiom’s America Movil AMX Stock Holding History

WealthTrust Axiom’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
-9,810
Closed -$209K – 224
2015
Q2 		$209K Hold
9,810
– – 0.08% 195
2015
Q1 		$200K Hold
9,810
– – 0.07% 196
2014
Q4 		$217K Hold
9,810
– – 0.08% 188
2014
Q3 		$247K Sell
9,810
-150
-2% -$3.61K 0.09% 169
2014
Q2 		$206K Buy
+9,960
New +$199K 0.07% 192
2014
Q1 		– Sell
-9,960
Closed -$232K – 210
2013
Q4 		$232K Buy
+9,960
New +$217K 0.09% 149
2013
Q3 		– Sell
-9,960
Closed -$216K – 187
2013
Q2 		$216K Buy
+9,960
New +$204K 0.09% 146

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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 $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WealthTrust Axiom's AMX Position: Q3 2015 in Review

WealthTrust Axiom sold out of America Movil (AMX) in Q3 2015, closing a stake of 9,810 shares — an estimated $209K sold.

WealthTrust Axiom first reported a position in AMX in Q2 2013 and held it in 7 quarters. The position peaked at $247K in Q3 2014. 294 funds tracked by Wall St. Rank hold AMX as of Q3 2015.

  • WealthTrust Axiom reported no remaining America Movil position as of Q3 2015 after selling out during the quarter.
  • WealthTrust Axiom sold 9,810 America Movil shares in Q3 2015, an estimated $209K.
  • WealthTrust Axiom first reported a position in America Movil in Q2 2013 and held it in 7 quarters.
  • WealthTrust Axiom's America Movil position peaked at $247K in Q3 2014.
  • 294 funds tracked by Wall St. Rank held America Movil as of Q3 2015.

Based on WealthTrust Axiom's 13F filing for Q3 2015, filed 16 Nov 2015.