AAS
MCI

Ameritas Advisory Services’s Barings Corporate Investors MCI Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-2,176
Closed -$45.2K – 1644
2025
Q3 		$45.2K Buy
2,176
+39
+2% +$827 ﹤0.01% 1121
2025
Q2 		$46.3K Buy
+2,137
New +$43.9K ﹤0.01% 1347
2023
Q2 		– Sell
-1,724
Closed -$24.4K – 1733
2023
Q1 		$24.4K Buy
+1,724
New +$24.4K ﹤0.01% 1545

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Ameritas Advisory Services's MCI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Barings Corporate Investors (MCI) in Q4 2025, closing a stake of 2,176 shares — an estimated $45.2K sold.

Ameritas Advisory Services first reported a position in MCI in Q1 2023 and held it in 3 quarters. The position peaked at $46.3K in Q2 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Barings Corporate Investors position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,176 Barings Corporate Investors shares in Q4 2025, an estimated $45.2K.
  • Ameritas Advisory Services first reported a position in Barings Corporate Investors in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Barings Corporate Investors position peaked at $46.3K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.