Ameriprise
MCI

Ameriprise’s Barings Corporate Investors MCI Stock Holding History

Ameriprise’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
2013
Q4 		– Sell
-2,000
Closed -$31K – 5310
2013
Q3 		$31K Hold
2,000
– – ﹤0.01% 4105
2013
Q2 		$32K Buy
+2,000
New +$33K ﹤0.01% 3986

Other funds holding MCI

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Ameriprise's MCI Position: Q4 2013 in Review

Ameriprise sold out of Barings Corporate Investors (MCI) in Q4 2013, closing a stake of 2,000 shares — an estimated $31K sold.

Ameriprise first reported a position in MCI in Q2 2013 and held it in 2 quarters. The position peaked at $32K in Q2 2013. 33 funds tracked by Wall St. Rank hold MCI as of Q4 2013.

  • Ameriprise reported no remaining Barings Corporate Investors position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 2,000 Barings Corporate Investors shares in Q4 2013, an estimated $31K.
  • Ameriprise first reported a position in Barings Corporate Investors in Q2 2013 and held it in 2 quarters.
  • Ameriprise's Barings Corporate Investors position peaked at $32K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.