Carson Wealth (CWM LLC)
MXE

Carson Wealth (CWM LLC)’s Mexico Equity and Income Fund MXE Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-4,152
Closed -$42K – 3166
2018
Q4 		$42K Buy
+4,152
New +$44.1K ﹤0.01% 917

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MXE Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Mexico Equity and Income Fund (MXE) in Q1 2019, closing a stake of 4,152 shares — an estimated $42K sold.

Carson Wealth (CWM LLC) first reported a position in MXE in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 21 funds tracked by Wall St. Rank hold MXE as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Mexico Equity and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,152 Mexico Equity and Income Fund shares in Q1 2019, an estimated $42K.
  • Carson Wealth (CWM LLC) first reported a position in Mexico Equity and Income Fund in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Mexico Equity and Income Fund position peaked at $42K in Q4 2018.
  • 21 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.