Yorktown Management & Research Company’s Fomento Económico Mexicano FMX Stock Holding History

Yorktown Management & Research Company’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
2020 Q1	–	Sell	-3,200	Closed	-$302K	–	270
2019 Q4	$302K	Hold	3,200	–	–	0.16%	184
2019 Q3	$293K	Hold	3,200	–	–	0.16%	179
2019 Q2	$310K	Hold	3,200	–	–	0.12%	226
2019 Q1	$295K	Hold	3,200	–	–	0.1%	250
2018 Q4	$275K	Hold	3,200	–	–	0.09%	243
2018 Q3	$317K	Hold	3,200	–	–	0.09%	259
2018 Q2	$281K	Hold	3,200	–	–	0.08%	296
2018 Q1	$293K	Hold	3,200	–	–	0.09%	278
2017 Q4	$300K	Buy	3,200 +500	+19%	+$45.6K	0.09%	287
2017 Q3	$258K	Hold	2,700	–	–	0.07%	307
2017 Q2	$266K	Hold	2,700	–	–	0.08%	200
2017 Q1	$239K	Hold	2,700	–	–	0.06%	279
2016 Q4	$206K	Hold	2,700	–	–	0.05%	342
2016 Q3	$249K	Hold	2,700	–	–	0.05%	214
2016 Q2	$250K	Hold	2,700	–	–	0.06%	225
2016 Q1	$260K	Hold	2,700	–	–	0.05%	266
2015 Q4	$249K	Hold	2,700	–	–	0.04%	316
2015 Q3	$241K	Hold	2,700	–	–	0.04%	349
2015 Q2	$241K	Hold	2,700	–	–	0.04%	376
2015 Q1	$252K	Hold	2,700	–	–	0.05%	326
2014 Q4	$238K	Hold	2,700	–	–	0.05%	318
2014 Q3	$249K	Hold	2,700	–	–	0.05%	275
2014 Q2	$253K	Hold	2,700	–	–	0.05%	309
2014 Q1	$252K	Hold	2,700	–	–	0.05%	307
2013 Q4	$264K	Buy	+2,700	New	+$254K	0.05%	266

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Yorktown Management & Research Company's FMX Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 3,200 shares — an estimated $302K sold.

Yorktown Management & Research Company first reported a position in FMX in Q4 2013 and held it in 25 quarters. The position peaked at $317K in Q3 2018. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

Yorktown Management & Research Company reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 3,200 Fomento Económico Mexicano shares in Q1 2020, an estimated $302K.
Yorktown Management & Research Company first reported a position in Fomento Económico Mexicano in Q4 2013 and held it in 25 quarters.
Yorktown Management & Research Company's Fomento Económico Mexicano position peaked at $317K in Q3 2018.
231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.