WESPAC Advisors SoCal’s America Movil AMX Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-2,600	Closed	-$37K	–	94
2019 Q1	$37K	Hold	2,600	–	–	0.02%	129
2018 Q4	$37K	Hold	2,600	–	–	0.02%	135
2018 Q3	$41K	Buy	+2,600	New	+$43.9K	0.02%	135
2018 Q2	–	Sell	-2,600	Closed	-$49K	–	101
2018 Q1	$49K	Hold	2,600	–	–	0.03%	114
2017 Q4	$44K	Hold	2,600	–	–	0.03%	121
2017 Q3	$46K	Hold	2,600	–	–	0.03%	128
2017 Q2	$41K	Hold	2,600	–	–	0.03%	125
2017 Q1	$36.8K	Hold	2,600	–	–	0.02%	125
2016 Q4	$32.7K	Hold	2,600	–	–	0.02%	126
2016 Q3	$29.7K	Hold	2,600	–	–	0.02%	130
2016 Q2	$31.9K	Hold	2,600	–	–	0.02%	132
2016 Q1	$40.4K	Hold	2,600	–	–	0.03%	122
2015 Q4	$36K	Buy	+2,600	New	+$42.4K	0.02%	138

Other funds holding AMX

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WESPAC Advisors SoCal's AMX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of America Movil (AMX) in Q2 2019, closing a stake of 2,600 shares — an estimated $37K sold.

WESPAC Advisors SoCal first reported a position in AMX in Q4 2015 and held it in 13 quarters. The position peaked at $49K in Q1 2018. 258 funds tracked by Wall St. Rank hold AMX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining America Movil position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,600 America Movil shares in Q2 2019, an estimated $37K.
WESPAC Advisors SoCal first reported a position in America Movil in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's America Movil position peaked at $49K in Q1 2018.
258 funds tracked by Wall St. Rank held America Movil as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.