HI
MXE

Harbour Investments’s Mexico Equity and Income Fund MXE Stock Holding History

Harbour Investments’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
-93
Closed -$817 – 3068
2022
Q4 		$817 Hold
93
– – ﹤0.01% 2723
2022
Q3 		$1K Hold
93
– – ﹤0.01% 2617
2022
Q2 		$1K Buy
+93
New +$797 ﹤0.01% 2617
2021
Q4 		$1K Hold
93
– – ﹤0.01% 2536
2021
Q3 		$1K Hold
93
– – ﹤0.01% 3553
2021
Q2 		$1K Hold
93
– – ﹤0.01% 3609
2021
Q1 		$1K Buy
+93
New +$906 ﹤0.01% 3438

Other funds holding MXE

CL
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
MC
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
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
AW
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

Harbour Investments's MXE Position: Q1 2023 in Review

Harbour Investments sold out of Mexico Equity and Income Fund (MXE) in Q1 2023, closing a stake of 93 shares — an estimated $817 sold.

Harbour Investments first reported a position in MXE in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 19 funds tracked by Wall St. Rank hold MXE as of Q1 2023.

  • Harbour Investments reported no remaining Mexico Equity and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Harbour Investments sold 93 Mexico Equity and Income Fund shares in Q1 2023, an estimated $817.
  • Harbour Investments first reported a position in Mexico Equity and Income Fund in Q1 2021 and held it in 7 quarters.
  • Harbour Investments's Mexico Equity and Income Fund position peaked at $1K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.