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Mexico Equity and Income Fund shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Mexico Equity and Income Fund (MXE) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Mexico Equity and Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Mexico Equity and Income Fund held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mexico Equity and Income Fund by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 1.2k 11.56
2023-12-31 $14k 1.2k 11.20
2023-09-30 $11k 1.2k 9.40
2023-06-30 $12k 1.2k 10.04
2023-03-31 $12k 1.2k 10.07

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Vanguard Index Fds Small Cp Etf (VB)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Mexico Equity and Income Fund

CSS
City of London Investment Management Company
Deschutes Portfolio Strategy
Ionic Capital Management
Saba Capital Management
Brooklyn Capital Management
Shaker Financial Services
Blue Bell Private Wealth Management
Almitas Capital
Logan Stone Capital
Lazard Asset Management
Us Bancorp
UBS Group
Center for Financial Planning
Thomas J. Herzfeld Advisors

View all funds holding Mexico Equity and Income Fund