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WHV Investments’s Fomento Económico Mexicano FMX Stock Holding History

WHV Investments’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
2014
Q1 		– Sell
-2,880
Closed -$282K – 169
2013
Q4 		$282K Sell
2,880
-14,635
-84% -$1.38M ﹤0.01% 198
2013
Q3 		$1.7M Sell
17,515
-1,635
-9% -$164K 0.02% 175
2013
Q2 		$1.98M Buy
+19,150
New +$2.13M 0.02% 166

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WHV Investments's FMX Position: Q1 2014 in Review

WHV Investments sold out of Fomento Económico Mexicano (FMX) in Q1 2014, closing a stake of 2,880 shares — an estimated $282K sold.

WHV Investments first reported a position in FMX in Q2 2013 and held it in 3 quarters. The position peaked at $1.98M in Q2 2013. 220 funds tracked by Wall St. Rank hold FMX as of Q1 2014.

  • WHV Investments reported no remaining Fomento Económico Mexicano position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 2,880 Fomento Económico Mexicano shares in Q1 2014, an estimated $282K.
  • WHV Investments first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 3 quarters.
  • WHV Investments's Fomento Económico Mexicano position peaked at $1.98M in Q2 2013.
  • 220 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.