GSC
MCI

Ground Swell Capital’s Barings Corporate Investors MCI Stock Holding History

Ground Swell 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
2014
Q3 		– Sell
-100
Closed -$2K – 2618
2014
Q2 		$2K Buy
+100
New +$1.52K ﹤0.01% 1500

Other funds holding MCI

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 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
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Ground Swell Capital's MCI Position: Q3 2014 in Review

Ground Swell Capital sold out of Barings Corporate Investors (MCI) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in MCI in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 39 funds tracked by Wall St. Rank hold MCI as of Q3 2014.

  • Ground Swell Capital reported no remaining Barings Corporate Investors position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Barings Corporate Investors shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in Barings Corporate Investors in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Barings Corporate Investors position peaked at $2K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.