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

Whitney & 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
2018 Q4	–	Sell	-136	Closed	-$12K	–	226
2018 Q3	$12K	Buy	+136	New	+$13.1K	﹤0.01%	303

Other funds holding FMX

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

Whitney & Co's FMX Position: Q4 2018 in Review

Whitney & Co sold out of Fomento Económico Mexicano (FMX) in Q4 2018, closing a stake of 136 shares — an estimated $12K sold.

Whitney & Co first reported a position in FMX in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 250 funds tracked by Wall St. Rank hold FMX as of Q4 2018.

Whitney & Co reported no remaining Fomento Económico Mexicano position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 136 Fomento Económico Mexicano shares in Q4 2018, an estimated $12K.
Whitney & Co first reported a position in Fomento Económico Mexicano in Q3 2018 and held it in 1 quarter.
Whitney & Co's Fomento Económico Mexicano position peaked at $12K in Q3 2018.
250 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.