WEC
MXF

Winslow Evans & Crocker’s Mexico Fund MXF Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-465
Closed -$13.1K – 1415
2014
Q2 		$13.2K Hold
465
– – ﹤0.01% 783
2014
Q1 		$12.6K Sell
465
-102
-18% -$2.78K ﹤0.01% 792
2013
Q4 		$17K Buy
+567
New +$16.4K 0.01% 747

Other funds holding MXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Winslow Evans & Crocker's MXF Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of Mexico Fund (MXF) in Q3 2014, closing a stake of 465 shares — an estimated $13.1K sold.

Winslow Evans & Crocker first reported a position in MXF in Q4 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 27 funds tracked by Wall St. Rank hold MXF as of Q3 2014.

  • Winslow Evans & Crocker reported no remaining Mexico Fund position as of Q3 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 465 Mexico Fund shares in Q3 2014, an estimated $13.1K.
  • Winslow Evans & Crocker first reported a position in Mexico Fund in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's Mexico Fund position peaked at $17K in Q4 2013.
  • 27 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.