WA
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Winfield Associates’s America Movil AMX Stock Holding History

Winfield Associates’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-415
Closed -$8K – 145
2017
Q4 		$8K Hold
415
– – ﹤0.01% 447
2017
Q3 		$7K Hold
415
– – ﹤0.01% 443
2017
Q2 		$7K Hold
415
– – ﹤0.01% 448
2017
Q1 		$6K Buy
415
+110
+36% +$1.43K ﹤0.01% 436
2016
Q4 		$4K Buy
305
+65
+27% +$787 ﹤0.01% 452
2016
Q3 		$3K Sell
240
-190
-44% -$2.27K ﹤0.01% 463
2016
Q2 		$5K Hold
430
– – ﹤0.01% 392
2016
Q1 		$7K Buy
+430
New +$5.94K ﹤0.01% 346

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WGI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return