VFA
MXF

Valeo Financial Advisors’s Mexico Fund MXF Stock Holding History

Valeo 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
2019
Q3 		– Sell
-626
Closed -$9K – 1634
2019
Q2 		$9K Buy
+626
New +$8.78K ﹤0.01% 1057

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 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

Valeo Financial Advisors's MXF Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Mexico Fund (MXF) in Q3 2019, closing a stake of 626 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in MXF in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 22 funds tracked by Wall St. Rank hold MXF as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Mexico Fund position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 626 Mexico Fund shares in Q3 2019, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Mexico Fund in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Mexico Fund position peaked at $9K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.