WG
MXF

Winchester Group’s Mexico Fund MXF Stock Holding History

Winchester Group’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
2013
Q3 		$2.38M Buy
81,470
+11,950
+17% +$362K 0.52% 59
2013
Q2 		$2.14M Buy
+69,520
New +$2.32M 0.46% 57

Other funds holding MXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Winchester Group's MXF Position: Q3 2013 in Review

Winchester Group increased its Mexico Fund (MXF) stake by 17% in Q3 2013, buying an estimated $362K and bringing the position to 81,470 shares worth $2.38M. The position accounts for 0.52% of the portfolio, ranked #59.

Winchester Group first reported a position in MXF in Q2 2013 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold MXF as of Q3 2013.

  • Winchester Group held 81,470 shares of Mexico Fund worth $2.38M as of Q3 2013.
  • Winchester Group bought 11,950 Mexico Fund shares in Q3 2013, an estimated $362K.
  • Mexico Fund made up 0.52% of Winchester Group's portfolio in Q3 2013, its #59 holding.
  • Winchester Group first reported a position in Mexico Fund in Q2 2013 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.