Ground Swell Capital’s Mexico Fund MXF Stock Holding History

Ground Swell Capital’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
2014 Q3	–	Sell	-814	Closed	-$23K	–	2635
2014 Q2	$23K	Buy	+814	New	+$22.2K	0.04%	353

Other funds holding MXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ground Swell Capital's MXF Position: Q3 2014 in Review

Ground Swell Capital sold out of Mexico Fund (MXF) in Q3 2014, closing a stake of 814 shares — an estimated $23K sold.

Ground Swell Capital first reported a position in MXF in Q2 2014 and held it in 1 quarter. The position peaked at $23K in Q2 2014. 27 funds tracked by Wall St. Rank hold MXF as of Q3 2014.

Ground Swell Capital reported no remaining Mexico Fund position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 814 Mexico Fund shares in Q3 2014, an estimated $23K.
Ground Swell Capital first reported a position in Mexico Fund in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Mexico Fund position peaked at $23K in Q2 2014.
27 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.