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Windward Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Windward Capital 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
2016
Q4 		– Sell
-33,063
Closed -$3.04M – 90
2016
Q3 		$3.04M Sell
33,063
-160
-0.5% -$14.7K 0.57% 41
2016
Q2 		$3.07M Buy
33,223
+296
+0.9% +$27.1K 0.6% 41
2016
Q1 		$3.17M Sell
32,927
-196
-0.6% -$17.9K 0.62% 41
2015
Q4 		$3.06M Buy
33,123
+8,649
+35% +$831K 0.61% 40
2015
Q3 		$2.19M Buy
24,474
+782
+3% +$69.5K 0.6% 41
2015
Q2 		$2.11M Sell
23,692
-466
-2% -$43.2K 0.57% 40
2015
Q1 		$2.26M Sell
24,158
-268
-1% -$23.9K 0.58% 41
2014
Q4 		$2.15M Sell
24,426
-65
-0.3% -$5.95K 0.61% 40
2014
Q3 		$2.25M Buy
24,491
+510
+2% +$48.7K 0.72% 37
2014
Q2 		$2.25M Sell
23,981
-136
-0.6% -$12.9K 0.77% 35
2014
Q1 		$2.25M Buy
24,117
+2,810
+13% +$251K 0.82% 35
2013
Q4 		$2.09M Sell
21,307
-463
-2% -$43.5K 0.72% 38
2013
Q3 		$2.11M Sell
21,770
-1,969
-8% -$198K 0.83% 38
2013
Q2 		$2.45M Buy
+23,739
New +$2.64M 0.93% 31

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

Windward Capital Management's FMX Position: Q4 2016 in Review

Windward Capital Management sold out of Fomento Económico Mexicano (FMX) in Q4 2016, closing a stake of 33,063 shares — an estimated $3.04M sold.

Windward Capital Management first reported a position in FMX in Q2 2013 and held it in 14 quarters. The position peaked at $3.17M in Q1 2016. 234 funds tracked by Wall St. Rank hold FMX as of Q4 2016.

  • Windward Capital Management reported no remaining Fomento Económico Mexicano position as of Q4 2016 after selling out during the quarter.
  • Windward Capital Management sold 33,063 Fomento Económico Mexicano shares in Q4 2016, an estimated $3.04M.
  • Windward Capital Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 14 quarters.
  • Windward Capital Management's Fomento Económico Mexicano position peaked at $3.17M in Q1 2016.
  • 234 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2016.

Based on Windward Capital Management's 13F filing for Q4 2016, filed 23 Jan 2017.