Point View Wealth Management’s Mexico Fund MXF Stock Holding History

Point View 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
2020 Q4	$489K	Sell	35,818 -1,138	-3%	-$13.7K	0.2%	159
2020 Q3	$379K	Sell	36,956 -1,085	-3%	-$11.1K	0.18%	160
2020 Q2	$373K	Sell	38,041 -3,263	-8%	-$30.3K	0.18%	168
2020 Q1	$344K	Buy	41,304 +2,001	+5%	+$25.1K	0.19%	161
2019 Q4	$540K	Sell	39,303 -1,252	-3%	-$16.8K	0.22%	141
2019 Q3	$529K	Sell	40,555 -2,460	-6%	-$31.8K	0.24%	133
2019 Q2	$591K	Buy	+43,015	New	+$603K	0.25%	130
2018 Q4	–	Sell	-43,957	Closed	-$716K	–	266
2018 Q3	$716K	Buy	+43,957	New	+$707K	0.32%	113
2018 Q1	–	Sell	-32,171	Closed	-$507K	–	264
2017 Q4	$507K	Sell	32,171 -1,020	-3%	-$16.3K	0.24%	140
2017 Q3	$571K	Buy	33,191 +4,603	+16%	+$81.7K	0.27%	131
2017 Q2	$495K	Buy	28,588 +9,189	+47%	+$154K	0.24%	144
2017 Q1	$318K	Buy	+19,399	New	+$289K	0.16%	171

Other funds holding MXF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Point View Wealth Management's MXF Position: Q4 2020 in Review

Point View Wealth Management reduced its Mexico Fund (MXF) stake by 3.1% in Q4 2020, selling an estimated $13.7K and leaving 35,818 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #159.

Point View Wealth Management first reported a position in MXF in Q1 2017 and has held it in 12 quarters since. The position peaked at $716K in Q3 2018. 27 funds tracked by Wall St. Rank hold MXF as of Q4 2020.

Point View Wealth Management held 35,818 shares of Mexico Fund worth $489K as of Q4 2020.
Point View Wealth Management sold 1,138 Mexico Fund shares in Q4 2020, an estimated $13.7K.
Mexico Fund made up 0.2% of Point View Wealth Management's portfolio in Q4 2020, its #159 holding.
Point View Wealth Management first reported a position in Mexico Fund in Q1 2017 and has held it in 12 quarters since.
Point View Wealth Management's Mexico Fund position peaked at $716K in Q3 2018.
27 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.