IA
MCI

IFP Advisors’s Barings Corporate Investors MCI Stock Holding History

IFP 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
2025
Q3 		– Sell
-500
Closed -$10.8K – 4896
2025
Q2 		$10.8K Sell
500
-9,301
-95% -$191K ﹤0.01% 2869
2025
Q1 		$230K Sell
9,801
-6,199
-39% -$130K 0.01% 1111
2024
Q4 		$326K Buy
+16,000
New +$316K 0.01% 906
2023
Q1 		– Sell
-200
Closed -$3K – 4013
2022
Q4 		$3K Hold
200
– – ﹤0.01% 4031
2022
Q3 		$3K Hold
200
– – ﹤0.01% 4236
2022
Q2 		$3K Hold
200
– – ﹤0.01% 4001
2022
Q1 		$3K Buy
+200
New +$3.11K ﹤0.01% 4001
2019
Q1 		– Sell
-531
Closed -$8K – 2976
2018
Q4 		$8K Sell
531
-4,000
-88% -$60.3K ﹤0.01% 2623
2018
Q3 		$69K Hold
4,531
– – ﹤0.01% 1707
2018
Q2 		$68K Hold
4,531
– – ﹤0.01% 1729
2018
Q1 		$69K Hold
4,531
– – ﹤0.01% 1613
2017
Q4 		$69K Sell
4,531
-800
-15% -$12.6K ﹤0.01% 1627
2017
Q3 		$84K Hold
5,331
– – ﹤0.01% 1658
2017
Q2 		$80K Buy
5,331
+800
+18% +$12.2K ﹤0.01% 1664
2017
Q1 		$69K Hold
4,531
– – ﹤0.01% 1732
2016
Q4 		$70K Buy
4,531
+4,000
+753% +$66K ﹤0.01% 1677
2016
Q3 		$9K Sell
531
-533
-50% -$9.74K ﹤0.01% 2899
2016
Q2 		$19K Buy
+1,064
New +$18.5K ﹤0.01% 2380
2016
Q1 		– Sell
-531
Closed -$9K – 2968
2015
Q4 		$9K Buy
+531
New +$9.03K ﹤0.01% 2637

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's MCI Position: Q3 2025 in Review

IFP Advisors sold out of Barings Corporate Investors (MCI) in Q3 2025, closing a stake of 500 shares — an estimated $10.8K sold.

IFP Advisors first reported a position in MCI in Q4 2015 and held it in 19 quarters. The position peaked at $326K in Q4 2024. 66 funds tracked by Wall St. Rank hold MCI as of Q3 2025.

  • IFP Advisors reported no remaining Barings Corporate Investors position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 500 Barings Corporate Investors shares in Q3 2025, an estimated $10.8K.
  • IFP Advisors first reported a position in Barings Corporate Investors in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Barings Corporate Investors position peaked at $326K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.