CRC
MCI

Curi RMB Capital’s Barings Corporate Investors MCI Stock Holding History

Curi RMB Capital’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
2022
Q4 		– Sell
-15,000
Closed -$194K – 483
2022
Q3 		$194K Buy
+15,000
New +$208K 0.01% 458

Other funds holding MCI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Curi RMB Capital's MCI Position: Q4 2022 in Review

Curi RMB Capital sold out of Barings Corporate Investors (MCI) in Q4 2022, closing a stake of 15,000 shares — an estimated $194K sold.

Curi RMB Capital first reported a position in MCI in Q3 2022 and held it in 1 quarter. The position peaked at $194K in Q3 2022. 57 funds tracked by Wall St. Rank hold MCI as of Q4 2022.

  • Curi RMB Capital reported no remaining Barings Corporate Investors position as of Q4 2022 after selling out during the quarter.
  • Curi RMB Capital sold 15,000 Barings Corporate Investors shares in Q4 2022, an estimated $194K.
  • Curi RMB Capital first reported a position in Barings Corporate Investors in Q3 2022 and held it in 1 quarter.
  • Curi RMB Capital's Barings Corporate Investors position peaked at $194K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2022.

Based on Curi RMB Capital's 13F filing for Q4 2022, filed 14 Feb 2023.