Clough Capital Partners’s Mexico Equity and Income Fund MXE Stock Holding History

Clough Capital Partners’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
2023 Q1	–	Sell	-30,325	Closed	-$266K	–	179
2022 Q4	$266K	Buy	30,325 +3,225	+12%	+$27.5K	0.03%	151
2022 Q3	$205K	Buy	+27,100	New	+$214K	0.02%	79
2020 Q1	–	Sell	-35,580	Closed	-$413K	–	145
2019 Q4	$413K	Buy	+35,580	New	+$391K	0.04%	100
2018 Q4	–	Sell	-39,894	Closed	-$490K	–	168
2018 Q3	$490K	Buy	+39,894	New	+$452K	0.05%	115

Other funds holding MXE

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

ICM

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Clough Capital Partners's MXE Position: Q1 2023 in Review

Clough Capital Partners sold out of Mexico Equity and Income Fund (MXE) in Q1 2023, closing a stake of 30,325 shares — an estimated $266K sold.

Clough Capital Partners first reported a position in MXE in Q3 2018 and held it in 4 quarters. The position peaked at $490K in Q3 2018. 19 funds tracked by Wall St. Rank hold MXE as of Q1 2023.

Clough Capital Partners reported no remaining Mexico Equity and Income Fund position as of Q1 2023 after selling out during the quarter.
Clough Capital Partners sold 30,325 Mexico Equity and Income Fund shares in Q1 2023, an estimated $266K.
Clough Capital Partners first reported a position in Mexico Equity and Income Fund in Q3 2018 and held it in 4 quarters.
Clough Capital Partners's Mexico Equity and Income Fund position peaked at $490K in Q3 2018.
19 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2023.

Based on Clough Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.