DWM
MXF

Doyle Wealth Management’s Mexico Fund MXF Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,276
Closed -$18K – 547
2019
Q2 		$18K Buy
+1,276
New +$17.9K ﹤0.01% 530
2019
Q1 		– Sell
-1,233
Closed -$16K – 532
2018
Q4 		$16K Buy
+1,233
New +$17.1K ﹤0.01% 547

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 $1.89T AUM 35.08% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 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

Doyle Wealth Management's MXF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Mexico Fund (MXF) in Q3 2019, closing a stake of 1,276 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in MXF in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 22 funds tracked by Wall St. Rank hold MXF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Mexico Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,276 Mexico Fund shares in Q3 2019, an estimated $18K.
  • Doyle Wealth Management first reported a position in Mexico Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Mexico Fund position peaked at $18K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.