SWP
MXF

Stratos Wealth Partners’s Mexico Fund MXF Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-2,000
Closed -$33K – 1877
2018
Q3 		$33K Buy
+2,000
New +$32.2K ﹤0.01% 1647
2018
Q2 		– Sell
-1,000
Closed -$16K – 1987
2018
Q1 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 2102

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Stratos Wealth Partners's MXF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Mexico Fund (MXF) in Q4 2018, closing a stake of 2,000 shares — an estimated $33K sold.

Stratos Wealth Partners first reported a position in MXF in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q3 2018. 28 funds tracked by Wall St. Rank hold MXF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Mexico Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,000 Mexico Fund shares in Q4 2018, an estimated $33K.
  • Stratos Wealth Partners first reported a position in Mexico Fund in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Mexico Fund position peaked at $33K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held Mexico Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.