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Wright Investors Service’s Fomento Económico Mexicano FMX Stock Holding History

Wright Investors Service’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
2013
Q3 		– Sell
-10,830
Closed -$1.12M – 215
2013
Q2 		$1.12M Buy
+10,830
New +$1.2M 0.53% 59

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wright Investors Service's FMX Position: Q3 2013 in Review

Wright Investors Service sold out of Fomento Económico Mexicano (FMX) in Q3 2013, closing a stake of 10,830 shares — an estimated $1.12M sold.

Wright Investors Service first reported a position in FMX in Q2 2013 and held it in 1 quarter. The position peaked at $1.12M in Q2 2013. 221 funds tracked by Wall St. Rank hold FMX as of Q3 2013.

  • Wright Investors Service reported no remaining Fomento Económico Mexicano position as of Q3 2013 after selling out during the quarter.
  • Wright Investors Service sold 10,830 Fomento Económico Mexicano shares in Q3 2013, an estimated $1.12M.
  • Wright Investors Service first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 1 quarter.
  • Wright Investors Service's Fomento Económico Mexicano position peaked at $1.12M in Q2 2013.
  • 221 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2013.

Based on Wright Investors Service's 13F filing for Q3 2013, filed 17 Oct 2013.