OPS
MXF

Orion Portfolio Solutions’s Mexico Fund MXF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-448
Closed -$4K – 1456
2020
Q2 		$4K Hold
448
– – ﹤0.01% 1567
2020
Q1 		$4K Hold
448
– – ﹤0.01% 1383
2019
Q4 		$6K Buy
+448
New +$6.01K ﹤0.01% 1207

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's MXF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Mexico Fund (MXF) in Q3 2020, closing a stake of 448 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in MXF in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 24 funds tracked by Wall St. Rank hold MXF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Mexico Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 448 Mexico Fund shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Mexico Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Mexico Fund position peaked at $6K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.