Loudon Investment Management’s Mexico Fund MXF Stock Holding History

Loudon Investment 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
2015 Q4	–	Sell	-11,430	Closed	-$199K	–	76
2015 Q3	$199K	Hold	11,430	–	–	0.17%	71
2015 Q2	$242K	Hold	11,430	–	–	0.18%	71
2015 Q1	$245K	Hold	11,430	–	–	0.19%	73
2014 Q4	$238K	Hold	11,430	–	–	0.18%	70
2014 Q3	$314K	Hold	11,430	–	–	0.22%	68
2014 Q2	$323K	Hold	11,430	–	–	0.22%	70
2014 Q1	$308K	Hold	11,430	–	–	0.22%	71
2013 Q4	$335K	Buy	+11,430	New	+$330K	0.25%	69

Other funds holding MXF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Loudon Investment Management's MXF Position: Q4 2015 in Review

Loudon Investment Management sold out of Mexico Fund (MXF) in Q4 2015, closing a stake of 11,430 shares — an estimated $199K sold.

Loudon Investment Management first reported a position in MXF in Q4 2013 and held it in 8 quarters. The position peaked at $335K in Q4 2013. 34 funds tracked by Wall St. Rank hold MXF as of Q4 2015.

Loudon Investment Management reported no remaining Mexico Fund position as of Q4 2015 after selling out during the quarter.
Loudon Investment Management sold 11,430 Mexico Fund shares in Q4 2015, an estimated $199K.
Loudon Investment Management first reported a position in Mexico Fund in Q4 2013 and held it in 8 quarters.
Loudon Investment Management's Mexico Fund position peaked at $335K in Q4 2013.
34 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2015.

Based on Loudon Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.