AWA
MXF

Arete Wealth Advisors’s Mexico Fund MXF Stock Holding History

Arete Wealth Advisors’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,000
Closed -$165K – 432
2020
Q3 		$165K Buy
+16,000
New +$163K 0.02% 365

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's MXF Position: Q4 2020 in Review

Arete Wealth Advisors sold out of Mexico Fund (MXF) in Q4 2020, closing a stake of 16,000 shares — an estimated $165K sold.

Arete Wealth Advisors first reported a position in MXF in Q3 2020 and held it in 1 quarter. The position peaked at $165K in Q3 2020. 27 funds tracked by Wall St. Rank hold MXF as of Q4 2020.

  • Arete Wealth Advisors reported no remaining Mexico Fund position as of Q4 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,000 Mexico Fund shares in Q4 2020, an estimated $165K.
  • Arete Wealth Advisors first reported a position in Mexico Fund in Q3 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Mexico Fund position peaked at $165K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2020.

Based on Arete Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.