WRM
MXF

Westport Resources Management’s Mexico Fund MXF Stock Holding History

Westport Resources Management’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
-800
Closed -$23K – 1129
2013
Q4 		$23K Buy
+800
New +$23.1K 0.01% 721

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

Westport Resources Management's MXF Position: Q1 2014 in Review

Westport Resources Management sold out of Mexico Fund (MXF) in Q1 2014, closing a stake of 800 shares — an estimated $23K sold.

Westport Resources Management first reported a position in MXF in Q4 2013 and held it in 1 quarter. The position peaked at $23K in Q4 2013. 29 funds tracked by Wall St. Rank hold MXF as of Q1 2014.

  • Westport Resources Management reported no remaining Mexico Fund position as of Q1 2014 after selling out during the quarter.
  • Westport Resources Management sold 800 Mexico Fund shares in Q1 2014, an estimated $23K.
  • Westport Resources Management first reported a position in Mexico Fund in Q4 2013 and held it in 1 quarter.
  • Westport Resources Management's Mexico Fund position peaked at $23K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2014.

Based on Westport Resources Management's 13F filing for Q1 2014, filed 2 May 2014.