HighTower Advisors
MCI

HighTower Advisors’s Barings Corporate Investors MCI Stock Holding History

HighTower Advisors’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
2024
Q1 		– Sell
-21,263
Closed -$392K – 3857
2023
Q4 		$392K Sell
21,263
-922
-4% -$15.3K ﹤0.01% 2502
2023
Q3 		$355K Buy
22,185
+1,077
+5% +$16.5K ﹤0.01% 2466
2023
Q2 		$315K Buy
21,108
+71
+0.3% +$1K ﹤0.01% 2532
2023
Q1 		$298K Buy
21,037
+115
+0.5% +$1.63K ﹤0.01% 2451
2022
Q4 		$292K Buy
+20,922
New +$282K ﹤0.01% 2488

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

HighTower Advisors's MCI Position: Q1 2024 in Review

HighTower Advisors sold out of Barings Corporate Investors (MCI) in Q1 2024, closing a stake of 21,263 shares — an estimated $392K sold.

HighTower Advisors first reported a position in MCI in Q4 2022 and held it in 5 quarters. The position peaked at $392K in Q4 2023. 55 funds tracked by Wall St. Rank hold MCI as of Q1 2024.

  • HighTower Advisors reported no remaining Barings Corporate Investors position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 21,263 Barings Corporate Investors shares in Q1 2024, an estimated $392K.
  • HighTower Advisors first reported a position in Barings Corporate Investors in Q4 2022 and held it in 5 quarters.
  • HighTower Advisors's Barings Corporate Investors position peaked at $392K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.