EA
MXF

Elm Advisors’s Mexico Fund MXF Stock Holding History

Elm 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
2021
Q1 		– Sell
-3,000
Closed -$41K – 199
2020
Q4 		$41K Buy
+3,000
New +$36.2K 0.03% 174
2018
Q4 		– Sell
-3,000
Closed -$49K – 199
2018
Q3 		$49K Buy
+3,000
New +$48.3K 0.03% 170

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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 $10.4B AUM 4.78% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elm Advisors's MXF Position: Q1 2021 in Review

Elm Advisors sold out of Mexico Fund (MXF) in Q1 2021, closing a stake of 3,000 shares — an estimated $41K sold.

Elm Advisors first reported a position in MXF in Q3 2018 and held it in 2 quarters. The position peaked at $49K in Q3 2018. 26 funds tracked by Wall St. Rank hold MXF as of Q1 2021.

  • Elm Advisors reported no remaining Mexico Fund position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 3,000 Mexico Fund shares in Q1 2021, an estimated $41K.
  • Elm Advisors first reported a position in Mexico Fund in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Mexico Fund position peaked at $49K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.