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Whitnell & Co’s Fomento Económico Mexicano FMX Stock Holding History

Whitnell & Co’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
Q1 		– Sell
-59
Closed -$4K – 297
2016
Q4 		$4K Hold
59
– – ﹤0.01% 334
2016
Q3 		$5K Hold
59
– – ﹤0.01% 297
2016
Q2 		$5K Hold
59
– – ﹤0.01% 298
2016
Q1 		$6K Buy
59
+29
+97% +$2.65K ﹤0.01% 272
2015
Q4 		$3K Hold
30
– – ﹤0.01% 316
2015
Q3 		$3K Buy
+30
New +$2.67K ﹤0.01% 308

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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Morgan Stanley
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Whitnell & Co's FMX Position: Q1 2017 in Review

Whitnell & Co sold out of Fomento Económico Mexicano (FMX) in Q1 2017, closing a stake of 59 shares — an estimated $4K sold.

Whitnell & Co first reported a position in FMX in Q3 2015 and held it in 6 quarters. The position peaked at $6K in Q1 2016. 227 funds tracked by Wall St. Rank hold FMX as of Q1 2017.

  • Whitnell & Co reported no remaining Fomento Económico Mexicano position as of Q1 2017 after selling out during the quarter.
  • Whitnell & Co sold 59 Fomento Económico Mexicano shares in Q1 2017, an estimated $4K.
  • Whitnell & Co first reported a position in Fomento Económico Mexicano in Q3 2015 and held it in 6 quarters.
  • Whitnell & Co's Fomento Económico Mexicano position peaked at $6K in Q1 2016.
  • 227 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2017.

Based on Whitnell & Co's 13F filing for Q1 2017, filed 19 Apr 2017.