WFG Advisors’s Fomento Económico Mexicano FMX Stock Holding History

WFG Advisors’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
2017 Q2	$3K	Buy	+28	New	+$2.61K	﹤0.01%	1366
2017 Q1	–	Sell	-36	Closed	-$3K	–	1546
2016 Q4	$3K	Buy	+36	New	+$3.08K	﹤0.01%	1350
2015 Q1	–	Sell	-4	Closed	–	–	1876
2014 Q4	$0	Buy	+4	New	+$366	﹤0.01%	2125
2014 Q1	–	Sell	-48	Closed	-$5K	–	2063
2013 Q4	$5K	Hold	48	–	–	﹤0.01%	1745
2013 Q3	$5K	Buy	+48	New	+$4.82K	﹤0.01%	1729

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's FMX Position: Q2 2017 in Review

WFG Advisors opened a new position in Fomento Económico Mexicano (FMX) in Q2 2017: 28 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: WFG Advisors previously reported a position in FMX as recently as Q4 2016.

WFG Advisors first reported a position in FMX in Q3 2013 and has held it in 5 quarters since. The position peaked at $5K in Q4 2013. 212 funds tracked by Wall St. Rank hold FMX as of Q2 2017.

WFG Advisors held 28 shares of Fomento Económico Mexicano worth $3K as of Q2 2017.
Fomento Económico Mexicano was a new WFG Advisors position in Q2 2017.
Fomento Económico Mexicano made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1366 holding.
WFG Advisors first reported a position in Fomento Económico Mexicano in Q3 2013 and has held it in 5 quarters since.
WFG Advisors's Fomento Económico Mexicano position peaked at $5K in Q4 2013.
212 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.