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MEXICO FD INC
MEXICO FD INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 28 Institutional holders with a total value of $16,404,625.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 280,757 7,701,000 46.94%
2 ROYAL BANK OF CANADA 45,277 1,242,000 7.57%
3 Janney Montgomery Scott LLC 41,255 1,131,625 6.90%
4 WELLS FARGO & COMPANY/MN 29,937 822,000 5.01%
5 LPL Financial LLC 29,901 807,000 4.92%
6 BANK OF AMERICA CORP /DE/ 25,155 690,000 4.21%
7 BROWN ADVISORY INC 25,000 686,000 4.18%
8 WOLVERINE ASSET MANAGEMENT LLC 18,698 512,000 3.12%
9 CITIGROUP INC 17,069 468,000 2.85%
10 UBS AG 16,930 464,000 2.83%
11 ProVise Management Group, LLC 12,800 351,000 2.14%
12 SOL Capital Management CO 12,004 329,000 2.01%
13 Loudon Investment Management, LLC 11,430 314,000 1.91%
14 Concert Wealth Management Inc. 7,834 211,000 1.29%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,250 199,000 1.21%
16 B. Riley Wealth Management, Inc. 5,810 159,000 0.97%
17 D.A. DAVIDSON & CO. 5,475 150,000 0.91%
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,640 72,000 0.44%
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 752 21,000 0.13%
20 NEXT Financial Group, Inc 625 17,000 0.10%
21 PNC FINANCIAL SERVICES GROUP, INC. 590 16,000 0.10%
22 BENJAMIN F. EDWARDS & COMPANY, INC. 427 12,000 0.07%
23 Community Financial Services Group, LLC 276 8,000 0.05%
24 TOMPKINS FINANCIAL CORP 251 7,000 0.04%
25 NEW ENGLAND SECURITIES CORP /MA/ 238 7,000 0.04%
26 Sandy Spring Bank 200 5,000 0.03%
27 Ledyard National Bank 125 3,000 0.02%
28 Winslow, Evans & Crocker, Inc. 0 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.