Altus Wealth Group’s Barings Corporate Investors MCI Stock Holding History

Altus Wealth Group’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,401	Closed	-$175K	–	139
2023 Q1	$175K	Hold	12,401	–	–	0.12%	130
2022 Q4	$173K	Hold	12,401	–	–	0.13%	135
2022 Q3	$193K	Hold	12,401	–	–	0.19%	106
2022 Q2	$193K	Hold	12,401	–	–	0.19%	106
2022 Q1	$189K	Hold	12,401	–	–	0.15%	114
2021 Q4	$198K	Hold	12,401	–	–	0.16%	111
2021 Q3	$193K	Buy	+12,401	New	+$191K	0.19%	106
2021 Q1	–	Sell	-12,401	Closed	-$163K	–	520
2020 Q4	$163K	Buy	+12,401	New	+$158K	0.16%	108

Other funds holding MCI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Altus Wealth Group's MCI Position: Q2 2023 in Review

Altus Wealth Group sold out of Barings Corporate Investors (MCI) in Q2 2023, closing a stake of 12,401 shares — an estimated $175K sold.

Altus Wealth Group first reported a position in MCI in Q4 2020 and held it in 8 quarters. The position peaked at $198K in Q4 2021. 48 funds tracked by Wall St. Rank hold MCI as of Q2 2023.

Altus Wealth Group reported no remaining Barings Corporate Investors position as of Q2 2023 after selling out during the quarter.
Altus Wealth Group sold 12,401 Barings Corporate Investors shares in Q2 2023, an estimated $175K.
Altus Wealth Group first reported a position in Barings Corporate Investors in Q4 2020 and held it in 8 quarters.
Altus Wealth Group's Barings Corporate Investors position peaked at $198K in Q4 2021.
48 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2023.

Based on Altus Wealth Group's 13F filing for Q2 2023, filed 3 Aug 2023.