Jones Financial Companies
MXF

Jones Financial Companies’s Mexico Fund MXF Stock Holding History

Jones Financial Companies’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
-112
Closed -$2K – 834
2020
Q4 		$2K Buy
+112
New +$1.35K ﹤0.01% 614

Other funds holding MXF

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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

Jones Financial Companies's MXF Position: Q1 2021 in Review

Jones Financial Companies sold out of Mexico Fund (MXF) in Q1 2021, closing a stake of 112 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in MXF in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 26 funds tracked by Wall St. Rank hold MXF as of Q1 2021.

  • Jones Financial Companies reported no remaining Mexico Fund position as of Q1 2021 after selling out during the quarter.
  • Jones Financial Companies sold 112 Mexico Fund shares in Q1 2021, an estimated $2K.
  • Jones Financial Companies first reported a position in Mexico Fund in Q4 2020 and held it in 1 quarter.
  • Jones Financial Companies's Mexico Fund position peaked at $2K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2021.

Based on Jones Financial Companies's 13F filing for Q1 2021, filed 30 Apr 2021.