Commonwealth Equity Services
MCI

Commonwealth Equity Services’s Barings Corporate Investors MCI Stock Holding History

Commonwealth Equity Services’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
2026
Q1 		$1.05M Sell
60,949
-1,856
-3% -$36.9K ﹤0.01% 2574
2025
Q4 		$1.14M Buy
62,805
+77
+0.1% +$1.56K ﹤0.01% 2468
2025
Q3 		$1.3M Sell
62,728
-6,365
-9% -$135K ﹤0.01% 2384
2025
Q2 		$1.5M Sell
69,093
-3,095
-4% -$63.5K ﹤0.01% 2236
2025
Q1 		$1.69M Sell
72,188
-1,133
-2% -$23.8K ﹤0.01% 2044
2024
Q4 		$1.49M Sell
73,321
-5,118
-7% -$101K ﹤0.01% 2080
2024
Q3 		$1.56M Sell
78,439
-84
-0.1% -$1.55K ﹤0.01% 2000
2024
Q2 		$1.46M Sell
78,523
-800
-1% -$14.3K ﹤0.01% 1996
2024
Q1 		$1.36M Sell
79,323
-1,197
-1% -$21.9K ﹤0.01% 2037
2023
Q4 		$1.48M Sell
80,520
-3,881
-5% -$64.6K ﹤0.01% 1887
2023
Q3 		$1.34M Buy
84,401
+38
+0% +$582 ﹤0.01% 1867
2023
Q2 		$1.26M Buy
84,363
+1,351
+2% +$19.1K ﹤0.01% 1937
2023
Q1 		$1.17K Sell
83,012
-1,697
-2% -$24K ﹤0.01% 1933
2022
Q4 		$1.18M Sell
84,709
-73
-0.1% -$985 ﹤0.01% 1861
2022
Q3 		$1.1M Buy
84,782
+2,293
+3% +$31.8K ﹤0.01% 1828
2022
Q2 		$1.11M Sell
82,489
-2,362
-3% -$33.6K ﹤0.01% 1807
2022
Q1 		$1.29M Buy
84,851
+1,257
+2% +$19.6K ﹤0.01% 1803
2021
Q4 		$1.33M Sell
83,594
-2,609
-3% -$41.6K ﹤0.01% 1783
2021
Q3 		$1.34M Buy
86,203
+495
+0.6% +$7.61K ﹤0.01% 1711
2021
Q2 		$1.3M Sell
85,708
-2,274
-3% -$33.7K ﹤0.01% 1726
2021
Q1 		$1.23M Sell
87,982
-8,731
-9% -$118K ﹤0.01% 1655
2020
Q4 		$1.27M Sell
96,713
-18,859
-16% -$240K ﹤0.01% 1506
2020
Q3 		$1.44M Sell
115,572
-2,367
-2% -$31.2K ﹤0.01% 1279
2020
Q2 		$1.58M Buy
117,939
+919
+0.8% +$12.2K 0.01% 1146
2020
Q1 		$1.36M Buy
117,020
+3,976
+4% +$61.6K 0.01% 1105
2019
Q4 		$1.91M Buy
113,044
+2,373
+2% +$39.8K 0.01% 1065
2019
Q3 		$1.86M Buy
110,671
+10,787
+11% +$175K 0.01% 1011
2019
Q2 		$1.56M Buy
99,884
+26,639
+36% +$419K 0.01% 1095
2019
Q1 		$1.13M Buy
73,245
+7,783
+12% +$121K 0.01% 1226
2018
Q4 		$962K Buy
65,462
+2,548
+4% +$38.4K 0.01% 1223
2018
Q3 		$964K Buy
62,914
+7,775
+14% +$119K ﹤0.01% 1325
2018
Q2 		$833K Sell
55,139
-3,110
-5% -$47.3K ﹤0.01% 1394
2018
Q1 		$879K Buy
58,249
+16,816
+41% +$253K ﹤0.01% 1327
2017
Q4 		$632K Buy
41,433
+2,978
+8% +$46.8K ﹤0.01% 1523
2017
Q3 		$607K Buy
38,455
+2,230
+6% +$34.9K ﹤0.01% 1489
2017
Q2 		$547K Buy
36,225
+640
+2% +$9.76K ﹤0.01% 1515
2017
Q1 		$543K Buy
35,585
+14,154
+66% +$214K ﹤0.01% 1449
2016
Q4 		$332K Buy
21,431
+1,139
+6% +$18.8K ﹤0.01% 1709
2016
Q3 		$349K Buy
20,292
+2,734
+16% +$49.9K ﹤0.01% 1606
2016
Q2 		$316K Buy
17,558
+496
+3% +$8.64K ﹤0.01% 1625
2016
Q1 		$290K Buy
17,062
+575
+3% +$9.7K ﹤0.01% 1662
2015
Q4 		$284K Sell
16,487
-435
-3% -$7.39K ﹤0.01% 1635
2015
Q3 		$276K Buy
+16,922
New +$273K ﹤0.01% 1601
2015
Q1 		– Sell
-10,615
Closed -$169K – 2206
2014
Q4 		$169K Buy
10,615
+83
+0.8% +$1.3K ﹤0.01% 1888
2014
Q3 		$162K Buy
+10,532
New +$162K ﹤0.01% 1880
2014
Q2 		– Sell
-12,325
Closed -$187K – 2077
2014
Q1 		$187K Buy
12,325
+92
+0.8% +$1.43K ﹤0.01% 1772
2013
Q4 		$183K Buy
12,233
+563
+5% +$8.35K ﹤0.01% 1713
2013
Q3 		$179K Sell
11,670
-3,306
-22% -$52.3K ﹤0.01% 1653
2013
Q2 		$237K Buy
+14,976
New +$247K ﹤0.01% 1465

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services's MCI Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Barings Corporate Investors (MCI) stake by 3% in Q1 2026, selling an estimated $36.9K and leaving 60,949 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Commonwealth Equity Services first reported a position in MCI in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.91M in Q4 2019. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • Commonwealth Equity Services held 60,949 shares of Barings Corporate Investors worth $1.05M as of Q1 2026.
  • Commonwealth Equity Services sold 1,856 Barings Corporate Investors shares in Q1 2026, an estimated $36.9K.
  • Barings Corporate Investors made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2574 holding.
  • Commonwealth Equity Services first reported a position in Barings Corporate Investors in Q2 2013 and has held it in 49 quarters since.
  • Commonwealth Equity Services's Barings Corporate Investors position peaked at $1.91M in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.