Cambridge Investment Research Advisors
MPV

Cambridge Investment Research Advisors’s Barings Participation Investors MPV Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,031
Closed -$187K – 3558
2024
Q3 		$187K Buy
11,031
+549
+5% +$8.92K ﹤0.01% 3174
2024
Q2 		$173K Buy
10,482
+47
+0.5% +$740 ﹤0.01% 3077
2024
Q1 		$168K Buy
+10,435
New +$163K ﹤0.01% 3066
2022
Q2 		– Sell
-10,256
Closed -$137K – 3157
2022
Q1 		$137K Sell
10,256
-1,027
-9% -$14.3K ﹤0.01% 2963
2021
Q4 		$167K Buy
+11,283
New +$161K ﹤0.01% 2940
2020
Q2 		– Sell
-11,929
Closed -$139K – 2494
2020
Q1 		$139K Sell
11,929
-1,500
-11% -$22.5K ﹤0.01% 2046
2019
Q4 		$217K Buy
13,429
+550
+4% +$9.05K ﹤0.01% 2148
2019
Q3 		$224K Sell
12,879
-2,770
-18% -$46.3K ﹤0.01% 2041
2019
Q2 		$255K Buy
15,649
+5,449
+53% +$86.2K ﹤0.01% 1849
2019
Q1 		$157K Sell
10,200
-9,444
-48% -$145K ﹤0.01% 2130
2018
Q4 		$296K Buy
+19,644
New +$292K ﹤0.01% 1683
2017
Q1 		– Sell
-13,564
Closed -$193K – 1790
2016
Q4 		$193K Buy
13,564
+899
+7% +$13.3K ﹤0.01% 1510
2016
Q3 		$184K Buy
+12,665
New +$191K ﹤0.01% 1577

Other funds holding MPV

Morgan Stanley
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Cambridge Investment Research Advisors's MPV Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Barings Participation Investors (MPV) in Q4 2024, closing a stake of 11,031 shares — an estimated $187K sold.

Cambridge Investment Research Advisors first reported a position in MPV in Q3 2016 and held it in 13 quarters. The position peaked at $296K in Q4 2018. 38 funds tracked by Wall St. Rank hold MPV as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Barings Participation Investors position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,031 Barings Participation Investors shares in Q4 2024, an estimated $187K.
  • Cambridge Investment Research Advisors first reported a position in Barings Participation Investors in Q3 2016 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Barings Participation Investors position peaked at $296K in Q4 2018.
  • 38 funds tracked by Wall St. Rank held Barings Participation Investors as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.