Archford Capital Strategies’s Barings Corporate Investors MCI Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-600	Closed	-$9K	–	401
2019 Q2	$9K	Hold	600	–	–	﹤0.01%	413
2019 Q1	$9K	Hold	600	–	–	﹤0.01%	393
2018 Q4	$9K	Hold	600	–	–	﹤0.01%	382
2018 Q3	$9K	Hold	600	–	–	﹤0.01%	415
2018 Q2	$9K	Hold	600	–	–	﹤0.01%	428
2018 Q1	$9K	Buy	+600	New	+$9.04K	﹤0.01%	342
2017 Q2	–	Sell	-600	Closed	-$9K	–	449
2017 Q1	$9K	Hold	600	–	–	﹤0.01%	431
2016 Q4	$9K	Buy	+600	New	+$9.9K	﹤0.01%	378
2016 Q3	–	Sell	-600	Closed	-$11K	–	686
2016 Q2	$11K	Buy	+600	New	+$10.4K	0.01%	383
2016 Q1	–	Sell	-600	Closed	-$11K	–	425
2015 Q4	$11K	Hold	600	–	–	0.01%	430
2015 Q3	$10K	Hold	600	–	–	0.01%	336
2015 Q2	$10K	Hold	600	–	–	0.01%	320
2015 Q1	$9.32K	Hold	600	–	–	0.01%	347
2014 Q4	$10K	Hold	600	–	–	0.01%	344
2014 Q3	$9K	Hold	600	–	–	0.01%	361
2014 Q2	$9.16K	Hold	600	–	–	0.01%	417
2014 Q1	$9.1K	Buy	+600	New	+$9.3K	0.01%	439

Other funds holding MCI

CFMC

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

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

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

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

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

SIG

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

HAM

Hammer Asset Management Auburn, California $20.6M AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Archford Capital Strategies's MCI Position: Q3 2019 in Review

Archford Capital Strategies sold out of Barings Corporate Investors (MCI) in Q3 2019, closing a stake of 600 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in MCI in Q1 2014 and held it in 17 quarters. The position peaked at $11K in Q2 2016. 47 funds tracked by Wall St. Rank hold MCI as of Q3 2019.

Archford Capital Strategies reported no remaining Barings Corporate Investors position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 600 Barings Corporate Investors shares in Q3 2019, an estimated $9K.
Archford Capital Strategies first reported a position in Barings Corporate Investors in Q1 2014 and held it in 17 quarters.
Archford Capital Strategies's Barings Corporate Investors position peaked at $11K in Q2 2016.
47 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.