Sargent Bickham Lagudis’s Mexico Equity and Income Fund MXE Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-608	Closed	-$4K	–	795
2020 Q1	$4K	Hold	608	–	–	﹤0.01%	659
2019 Q4	$7K	Hold	608	–	–	﹤0.01%	658
2019 Q3	$6K	Hold	608	–	–	﹤0.01%	617
2019 Q2	$7K	Hold	608	–	–	﹤0.01%	630
2019 Q1	$6K	Hold	608	–	–	﹤0.01%	677
2018 Q4	$6K	Hold	608	–	–	﹤0.01%	644
2018 Q3	$7K	Hold	608	–	–	﹤0.01%	654
2018 Q2	$6K	Hold	608	–	–	﹤0.01%	650
2018 Q1	$7K	Hold	608	–	–	﹤0.01%	633
2017 Q4	$6K	Hold	608	–	–	﹤0.01%	672
2017 Q3	$7K	Hold	608	–	–	﹤0.01%	663
2017 Q2	$7K	Buy	+608	New	+$6.78K	﹤0.01%	623

Other funds holding MXE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sargent Bickham Lagudis's MXE Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of Mexico Equity and Income Fund (MXE) in Q2 2020, closing a stake of 608 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in MXE in Q2 2017 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 12 funds tracked by Wall St. Rank hold MXE as of Q2 2020.

Sargent Bickham Lagudis reported no remaining Mexico Equity and Income Fund position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 608 Mexico Equity and Income Fund shares in Q2 2020, an estimated $4K.
Sargent Bickham Lagudis first reported a position in Mexico Equity and Income Fund in Q2 2017 and held it in 12 quarters.
Sargent Bickham Lagudis's Mexico Equity and Income Fund position peaked at $7K in Q4 2019.
12 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.