Westfield Capital Management
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Westfield Capital Management’s Coca-Cola Femsa KOF Stock Holding History

Westfield Capital Management’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,990
Closed -$881K – 336
2013
Q3 		$881K Hold
6,990
– – 0.01% 293
2013
Q2 		$981K Buy
+6,990
New +$1.09M 0.01% 288

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HL
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Westfield Capital Management's KOF Position: Q4 2013 in Review

Westfield Capital Management sold out of Coca-Cola Femsa (KOF) in Q4 2013, closing a stake of 6,990 shares — an estimated $881K sold.

Westfield Capital Management first reported a position in KOF in Q2 2013 and held it in 2 quarters. The position peaked at $981K in Q2 2013. 120 funds tracked by Wall St. Rank hold KOF as of Q4 2013.

  • Westfield Capital Management reported no remaining Coca-Cola Femsa position as of Q4 2013 after selling out during the quarter.
  • Westfield Capital Management sold 6,990 Coca-Cola Femsa shares in Q4 2013, an estimated $881K.
  • Westfield Capital Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 2 quarters.
  • Westfield Capital Management's Coca-Cola Femsa position peaked at $981K in Q2 2013.
  • 120 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2013.

Based on Westfield Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.