CA
MCI

Claro Advisors’s Barings Corporate Investors MCI Stock Holding History

Claro Advisors’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
Q1 		– Sell
-1,450
Closed -$22K – 629
2018
Q4 		$22K Buy
+1,450
New +$21.9K 0.02% 523

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's MCI Position: Q1 2019 in Review

Claro Advisors sold out of Barings Corporate Investors (MCI) in Q1 2019, closing a stake of 1,450 shares — an estimated $22K sold.

Claro Advisors first reported a position in MCI in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 43 funds tracked by Wall St. Rank hold MCI as of Q1 2019.

  • Claro Advisors reported no remaining Barings Corporate Investors position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,450 Barings Corporate Investors shares in Q1 2019, an estimated $22K.
  • Claro Advisors first reported a position in Barings Corporate Investors in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Barings Corporate Investors position peaked at $22K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.