MFS
MXE

Mirabella Financial Services’s Mexico Equity and Income Fund MXE Stock Holding History

Mirabella Financial Services’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
2020
Q1 		– Sell
-149,713
Closed -$1.74M – 127
2019
Q4 		$1.74M Buy
+149,713
New +$1.65M 0.31% 76

Other funds holding MXE

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirabella Financial Services's MXE Position: Q1 2020 in Review

Mirabella Financial Services sold out of Mexico Equity and Income Fund (MXE) in Q1 2020, closing a stake of 149,713 shares — an estimated $1.74M sold.

Mirabella Financial Services first reported a position in MXE in Q4 2019 and held it in 1 quarter. The position peaked at $1.74M in Q4 2019. 12 funds tracked by Wall St. Rank hold MXE as of Q1 2020.

  • Mirabella Financial Services reported no remaining Mexico Equity and Income Fund position as of Q1 2020 after selling out during the quarter.
  • Mirabella Financial Services sold 149,713 Mexico Equity and Income Fund shares in Q1 2020, an estimated $1.74M.
  • Mirabella Financial Services first reported a position in Mexico Equity and Income Fund in Q4 2019 and held it in 1 quarter.
  • Mirabella Financial Services's Mexico Equity and Income Fund position peaked at $1.74M in Q4 2019.
  • 12 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2020.

Based on Mirabella Financial Services's 13F filing for Q1 2020, filed 15 May 2020.