IA
MXF

IFP Advisors’s Mexico Fund MXF Stock Holding History

IFP 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
2019
Q1 		$59K Buy
4,318
+3,718
+620% +$52.7K 0.01% 896
2018
Q4 		$8K Hold
600
– – ﹤0.01% 2624
2018
Q3 		$10K Hold
600
– – ﹤0.01% 2859
2018
Q2 		$9K Sell
600
-5,367
-90% -$82.6K ﹤0.01% 2968
2018
Q1 		$94K Hold
5,967
– – ﹤0.01% 1419
2017
Q4 		$94K Hold
5,967
– – ﹤0.01% 1431
2017
Q3 		$103K Sell
5,967
-4,910
-45% -$87.1K ﹤0.01% 1538
2017
Q2 		$188K Hold
10,877
– – 0.01% 1160
2017
Q1 		$178K Buy
10,877
+10,277
+1,713% +$153K 0.01% 1181
2016
Q4 		$9K Hold
600
– – ﹤0.01% 2974
2016
Q3 		$10K Hold
600
– – ﹤0.01% 2840
2016
Q2 		$10K Sell
600
-3,718
-86% -$62.7K ﹤0.01% 2747
2016
Q1 		$59K Buy
4,318
+3,718
+620% +$60.2K 0.01% 896
2015
Q4 		$10K Buy
+600
New +$10.7K ﹤0.01% 2583

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's MXF Position: Q1 2019 in Review

IFP Advisors increased its Mexico Fund (MXF) stake by 620% in Q1 2019, buying an estimated $52.7K and bringing the position to 4,318 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #896.

IFP Advisors first reported a position in MXF in Q4 2015 and has held it in 14 quarters since. The position peaked at $188K in Q2 2017. 24 funds tracked by Wall St. Rank hold MXF as of Q1 2019.

  • IFP Advisors held 4,318 shares of Mexico Fund worth $59K as of Q1 2019.
  • IFP Advisors bought 3,718 Mexico Fund shares in Q1 2019, an estimated $52.7K.
  • Mexico Fund made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #896 holding.
  • IFP Advisors first reported a position in Mexico Fund in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's Mexico Fund position peaked at $188K in Q2 2017.
  • 24 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.