KJWM
MXF

Kiley Juergens Wealth Management’s Mexico Fund MXF Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-4,172
Closed -$65K – 414
2017
Q4 		$65K Buy
+4,172
New +$66.7K 0.06% 174

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Kiley Juergens Wealth Management's MXF Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Mexico Fund (MXF) in Q1 2018, closing a stake of 4,172 shares — an estimated $65K sold.

Kiley Juergens Wealth Management first reported a position in MXF in Q4 2017 and held it in 1 quarter. The position peaked at $65K in Q4 2017. 32 funds tracked by Wall St. Rank hold MXF as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Mexico Fund position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 4,172 Mexico Fund shares in Q1 2018, an estimated $65K.
  • Kiley Juergens Wealth Management first reported a position in Mexico Fund in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Mexico Fund position peaked at $65K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.