AA
MXE

Ancora Advisors’s Mexico Equity and Income Fund MXE Stock Holding History

Ancora Advisors’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,920
Closed -$125K – 2019
2025
Q2 		$125K Hold
11,920
– – ﹤0.01% 828
2025
Q1 		$104K Hold
11,920
– – ﹤0.01% 850
2024
Q4 		$95.7K Buy
+11,920
New +$104K ﹤0.01% 856

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors's MXE Position: Q3 2025 in Review

Ancora Advisors sold out of Mexico Equity and Income Fund (MXE) in Q3 2025, closing a stake of 11,920 shares — an estimated $125K sold.

Ancora Advisors first reported a position in MXE in Q4 2024 and held it in 3 quarters. The position peaked at $125K in Q2 2025. 18 funds tracked by Wall St. Rank hold MXE as of Q3 2025.

  • Ancora Advisors reported no remaining Mexico Equity and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Ancora Advisors sold 11,920 Mexico Equity and Income Fund shares in Q3 2025, an estimated $125K.
  • Ancora Advisors first reported a position in Mexico Equity and Income Fund in Q4 2024 and held it in 3 quarters.
  • Ancora Advisors's Mexico Equity and Income Fund position peaked at $125K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.