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WMS Partners’s America Movil AMX Stock Holding History

WMS Partners’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
2015
Q3 		– Sell
-10,638
Closed -$227K – 204
2015
Q2 		$227K Buy
+10,638
New +$224K 0.03% 246
2015
Q1 		– Sell
-10,638
Closed -$236K – 279
2014
Q4 		$236K Hold
10,638
– – 0.04% 189
2014
Q3 		$268K Hold
10,638
– – 0.04% 206
2014
Q2 		$221K Sell
10,638
-600
-5% -$12K 0.03% 226
2014
Q1 		$224K Hold
11,238
– – 0.04% 221
2013
Q4 		$263K Hold
11,238
– – 0.04% 190
2013
Q3 		$222K Hold
11,238
– – 0.04% 177
2013
Q2 		$244K Buy
+11,238
New +$230K 0.04% 194

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WMS Partners's AMX Position: Q3 2015 in Review

WMS Partners sold out of America Movil (AMX) in Q3 2015, closing a stake of 10,638 shares — an estimated $227K sold.

WMS Partners first reported a position in AMX in Q2 2013 and held it in 8 quarters. The position peaked at $268K in Q3 2014. 294 funds tracked by Wall St. Rank hold AMX as of Q3 2015.

  • WMS Partners reported no remaining America Movil position as of Q3 2015 after selling out during the quarter.
  • WMS Partners sold 10,638 America Movil shares in Q3 2015, an estimated $227K.
  • WMS Partners first reported a position in America Movil in Q2 2013 and held it in 8 quarters.
  • WMS Partners's America Movil position peaked at $268K in Q3 2014.
  • 294 funds tracked by Wall St. Rank held America Movil as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.