FFA
MCI

Founders Financial Alliance’s Barings Corporate Investors MCI Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-4,992
Closed -$62K – 907
2020
Q3 		$62K Buy
+4,992
New +$65.9K 0.04% 337

Other funds holding MCI

CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Alliance's MCI Position: Q4 2020 in Review

Founders Financial Alliance sold out of Barings Corporate Investors (MCI) in Q4 2020, closing a stake of 4,992 shares — an estimated $62K sold.

Founders Financial Alliance first reported a position in MCI in Q3 2020 and held it in 1 quarter. The position peaked at $62K in Q3 2020. 52 funds tracked by Wall St. Rank hold MCI as of Q4 2020.

  • Founders Financial Alliance reported no remaining Barings Corporate Investors position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 4,992 Barings Corporate Investors shares in Q4 2020, an estimated $62K.
  • Founders Financial Alliance first reported a position in Barings Corporate Investors in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Barings Corporate Investors position peaked at $62K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.