ZIG
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Zuckerman Investment Group’s America Movil AMX Stock Holding History

Zuckerman Investment Group’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
Q1 		– Sell
-18,000
Closed -$399K – 54
2014
Q4 		$399K Hold
18,000
– – 0.08% 47
2014
Q3 		$454K Hold
18,000
– – 0.09% 51
2014
Q2 		$373K Hold
18,000
– – 0.08% 40
2014
Q1 		$358K Hold
18,000
– – 0.08% 37
2013
Q4 		$421K Hold
18,000
– – 0.1% 39
2013
Q3 		$357K Hold
18,000
– – 0.09% 39
2013
Q2 		$391K Buy
+18,000
New +$368K 0.1% 40

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Zuckerman Investment Group's AMX Position: Q1 2015 in Review

Zuckerman Investment Group sold out of America Movil (AMX) in Q1 2015, closing a stake of 18,000 shares — an estimated $399K sold.

Zuckerman Investment Group first reported a position in AMX in Q2 2013 and held it in 7 quarters. The position peaked at $454K in Q3 2014. 321 funds tracked by Wall St. Rank hold AMX as of Q1 2015.

  • Zuckerman Investment Group reported no remaining America Movil position as of Q1 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 18,000 America Movil shares in Q1 2015, an estimated $399K.
  • Zuckerman Investment Group first reported a position in America Movil in Q2 2013 and held it in 7 quarters.
  • Zuckerman Investment Group's America Movil position peaked at $454K in Q3 2014.
  • 321 funds tracked by Wall St. Rank held America Movil as of Q1 2015.

Based on Zuckerman Investment Group's 13F filing for Q1 2015, filed 13 May 2015.