WAM
MXF

Wealthspire Advisors (Maryland)’s Mexico Fund MXF Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-500
Closed -$9K – 1771
2016
Q1 		$9K Hold
500
– – ﹤0.01% 1214
2015
Q4 		$8K Buy
+500
New +$8.93K ﹤0.01% 1252

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MXF Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Mexico Fund (MXF) in Q2 2016, closing a stake of 500 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in MXF in Q4 2015 and held it in 2 quarters. The position peaked at $9K in Q1 2016. 29 funds tracked by Wall St. Rank hold MXF as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Mexico Fund position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 500 Mexico Fund shares in Q2 2016, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Mexico Fund in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Mexico Fund position peaked at $9K in Q1 2016.
  • 29 funds tracked by Wall St. Rank held Mexico Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.