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Winfield Associates’s Fomento Económico Mexicano FMX Stock Holding History

Winfield Associates’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
Q1 		– Sell
-70
Closed -$7K – 308
2017
Q4 		$7K Hold
70
– – ﹤0.01% 471
2017
Q3 		$7K Hold
70
– – ﹤0.01% 450
2017
Q2 		$7K Hold
70
– – ﹤0.01% 454
2017
Q1 		$6K Buy
+70
New +$5.7K ﹤0.01% 443
2016
Q4 		– Sell
-45
Closed -$4K – 751
2016
Q3 		$4K Sell
45
-5
-10% -$461 ﹤0.01% 426
2016
Q2 		$5K Hold
50
– – ﹤0.01% 397
2016
Q1 		$5K Buy
+50
New +$4.57K ﹤0.01% 377

Other funds holding FMX

Aberdeen Group
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Winfield Associates's FMX Position: Q1 2018 in Review

Winfield Associates sold out of Fomento Económico Mexicano (FMX) in Q1 2018, closing a stake of 70 shares — an estimated $7K sold.

Winfield Associates first reported a position in FMX in Q1 2016 and held it in 7 quarters. The position peaked at $7K in Q4 2017. 230 funds tracked by Wall St. Rank hold FMX as of Q1 2018.

  • Winfield Associates reported no remaining Fomento Económico Mexicano position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 70 Fomento Económico Mexicano shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Fomento Económico Mexicano in Q1 2016 and held it in 7 quarters.
  • Winfield Associates's Fomento Económico Mexicano position peaked at $7K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.