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Willingdon Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Willingdon Wealth Management’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
Q3 		– Sell
-320
Closed -$28K – 410
2018
Q2 		$28K Buy
320
+259
+425% +$22.9K 0.01% 219
2018
Q1 		$6K Buy
+61
New +$5.72K ﹤0.01% 298

Other funds holding FMX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Willingdon Wealth Management's FMX Position: Q3 2018 in Review

Willingdon Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q3 2018, closing a stake of 320 shares — an estimated $28K sold.

Willingdon Wealth Management first reported a position in FMX in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q2 2018. 238 funds tracked by Wall St. Rank hold FMX as of Q3 2018.

  • Willingdon Wealth Management reported no remaining Fomento Económico Mexicano position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 320 Fomento Económico Mexicano shares in Q3 2018, an estimated $28K.
  • Willingdon Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Fomento Económico Mexicano position peaked at $28K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.