ZTNA
FMX icon

Zions Trust National Association’s Fomento Económico Mexicano FMX Stock Holding History

Zions Trust National Association’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
2014
Q2 		– Sell
-100
Closed -$9K – 203
2014
Q1 		$9K Hold
100
– – 0.01% 179
2013
Q4 		$10K Buy
+100
New +$9.4K 0.01% 167

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Zions Trust National Association's FMX Position: Q2 2014 in Review

Zions Trust National Association sold out of Fomento Económico Mexicano (FMX) in Q2 2014, closing a stake of 100 shares — an estimated $9K sold.

Zions Trust National Association first reported a position in FMX in Q4 2013 and held it in 2 quarters. The position peaked at $10K in Q4 2013. 224 funds tracked by Wall St. Rank hold FMX as of Q2 2014.

  • Zions Trust National Association reported no remaining Fomento Económico Mexicano position as of Q2 2014 after selling out during the quarter.
  • Zions Trust National Association sold 100 Fomento Económico Mexicano shares in Q2 2014, an estimated $9K.
  • Zions Trust National Association first reported a position in Fomento Económico Mexicano in Q4 2013 and held it in 2 quarters.
  • Zions Trust National Association's Fomento Económico Mexicano position peaked at $10K in Q4 2013.
  • 224 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2014.

Based on Zions Trust National Association's 13F filing for Q2 2014, filed 21 Jul 2014.