FWM
MCI

FSA Wealth Management’s Barings Corporate Investors MCI Stock Holding History

FSA Wealth Management’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
-13,000
Closed -$163K – 274
2020
Q3 		$163K Hold
13,000
– – 0.1% 51
2020
Q2 		$175K Hold
13,000
– – 0.12% 55
2020
Q1 		$151K Hold
13,000
– – 0.13% 56
2019
Q4 		$219K Buy
+13,000
New +$218K 0.15% 49

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

FSA Wealth Management's MCI Position: Q4 2020 in Review

FSA Wealth Management sold out of Barings Corporate Investors (MCI) in Q4 2020, closing a stake of 13,000 shares — an estimated $163K sold.

FSA Wealth Management first reported a position in MCI in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2019. 52 funds tracked by Wall St. Rank hold MCI as of Q4 2020.

  • FSA Wealth Management reported no remaining Barings Corporate Investors position as of Q4 2020 after selling out during the quarter.
  • FSA Wealth Management sold 13,000 Barings Corporate Investors shares in Q4 2020, an estimated $163K.
  • FSA Wealth Management first reported a position in Barings Corporate Investors in Q4 2019 and held it in 4 quarters.
  • FSA Wealth Management's Barings Corporate Investors position peaked at $219K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2020.

Based on FSA Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.