DAS
MCI

Dynamic Advisor Solutions’s Barings Corporate Investors MCI Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-13,091
Closed -$202K – 544
2019
Q1 		$202K Buy
+13,091
New +$204K 0.04% 377

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 $299M AUM 13.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 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
HAM
Hammer Asset Management Auburn, California $20.6M AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Dynamic Advisor Solutions's MCI Position: Q2 2019 in Review

Dynamic Advisor Solutions sold out of Barings Corporate Investors (MCI) in Q2 2019, closing a stake of 13,091 shares — an estimated $202K sold.

Dynamic Advisor Solutions first reported a position in MCI in Q1 2019 and held it in 1 quarter. The position peaked at $202K in Q1 2019. 45 funds tracked by Wall St. Rank hold MCI as of Q2 2019.

  • Dynamic Advisor Solutions reported no remaining Barings Corporate Investors position as of Q2 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 13,091 Barings Corporate Investors shares in Q2 2019, an estimated $202K.
  • Dynamic Advisor Solutions first reported a position in Barings Corporate Investors in Q1 2019 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Barings Corporate Investors position peaked at $202K in Q1 2019.
  • 45 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2019, filed 13 Aug 2019.