Citadel Advisors
MXE

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

Citadel 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
Q1 		– Sell
-12,465
Closed -$100K – 15211
2024
Q4 		$100K Buy
12,465
+1,010
+9% +$8.82K ﹤0.01% 11476
2024
Q3 		$105K Buy
+11,455
New +$107K ﹤0.01% 11052

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors's MXE Position: Q1 2025 in Review

Citadel Advisors sold out of Mexico Equity and Income Fund (MXE) in Q1 2025, closing a stake of 12,465 shares — an estimated $100K sold.

Citadel Advisors first reported a position in MXE in Q3 2024 and held it in 2 quarters. The position peaked at $105K in Q3 2024. 22 funds tracked by Wall St. Rank hold MXE as of Q1 2025.

  • Citadel Advisors reported no remaining Mexico Equity and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 12,465 Mexico Equity and Income Fund shares in Q1 2025, an estimated $100K.
  • Citadel Advisors first reported a position in Mexico Equity and Income Fund in Q3 2024 and held it in 2 quarters.
  • Citadel Advisors's Mexico Equity and Income Fund position peaked at $105K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.