AAG
MCI

Armstrong Advisory Group’s Barings Corporate Investors MCI Stock Holding History

Armstrong Advisory 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
Q4 		– Sell
-1,933
Closed -$30.8K – 811
2023
Q3 		$30.8K Hold
1,933
– – ﹤0.01% 405
2023
Q2 		$28.8K Hold
1,933
– – ﹤0.01% 422
2023
Q1 		$27.4K Hold
1,933
– – ﹤0.01% 425
2022
Q4 		$27K Buy
+1,933
New +$26.1K ﹤0.01% 429

Other funds holding MCI

CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Armstrong Advisory Group's MCI Position: Q4 2023 in Review

Armstrong Advisory Group sold out of Barings Corporate Investors (MCI) in Q4 2023, closing a stake of 1,933 shares — an estimated $30.8K sold.

Armstrong Advisory Group first reported a position in MCI in Q4 2022 and held it in 4 quarters. The position peaked at $30.8K in Q3 2023. 54 funds tracked by Wall St. Rank hold MCI as of Q4 2023.

  • Armstrong Advisory Group reported no remaining Barings Corporate Investors position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 1,933 Barings Corporate Investors shares in Q4 2023, an estimated $30.8K.
  • Armstrong Advisory Group first reported a position in Barings Corporate Investors in Q4 2022 and held it in 4 quarters.
  • Armstrong Advisory Group's Barings Corporate Investors position peaked at $30.8K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.