CYG
MCI

Clean Yield Group’s Barings Corporate Investors MCI Stock Holding History

Clean Yield 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
2016
Q3 		– Sell
-346
Closed -$6K – 330
2016
Q2 		$6K Hold
346
– – ﹤0.01% 271
2016
Q1 		$6K Buy
+346
New +$5.84K ﹤0.01% 264
2015
Q2 		– Sell
-240
Closed -$4K – 216
2015
Q1 		$4K Buy
+240
New +$3.81K ﹤0.01% 330

Other funds holding MCI

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

Clean Yield Group's MCI Position: Q3 2016 in Review

Clean Yield Group sold out of Barings Corporate Investors (MCI) in Q3 2016, closing a stake of 346 shares — an estimated $6K sold.

Clean Yield Group first reported a position in MCI in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2016. 38 funds tracked by Wall St. Rank hold MCI as of Q3 2016.

  • Clean Yield Group reported no remaining Barings Corporate Investors position as of Q3 2016 after selling out during the quarter.
  • Clean Yield Group sold 346 Barings Corporate Investors shares in Q3 2016, an estimated $6K.
  • Clean Yield Group first reported a position in Barings Corporate Investors in Q1 2015 and held it in 3 quarters.
  • Clean Yield Group's Barings Corporate Investors position peaked at $6K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2016.

Based on Clean Yield Group's 13F filing for Q3 2016, filed 28 Oct 2016.