TFA
MXF

Transamerica Financial Advisors’s Mexico Fund MXF Stock Holding History

Transamerica Financial Advisors’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
2014
Q1 		– Sell
-200
Closed -$6K – 670
2013
Q4 		$6K Buy
+200
New +$5.78K ﹤0.01% 491

Other funds holding MXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Transamerica Financial Advisors's MXF Position: Q1 2014 in Review

Transamerica Financial Advisors sold out of Mexico Fund (MXF) in Q1 2014, closing a stake of 200 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in MXF in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 29 funds tracked by Wall St. Rank hold MXF as of Q1 2014.

  • Transamerica Financial Advisors reported no remaining Mexico Fund position as of Q1 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 200 Mexico Fund shares in Q1 2014, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in Mexico Fund in Q4 2013 and held it in 1 quarter.
  • Transamerica Financial Advisors's Mexico Fund position peaked at $6K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2014.

Based on Transamerica Financial Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.