IFP Advisors’s Barings Participation Investors MPV Stock Holding History

IFP Advisors’s Portfolio MPV Stock Details MPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$246K	Buy	15,995 +112	+0.7%	+$1.73K	0.03%	421
2018 Q4	$237K	Buy	15,883 +2,586	+19%	+$38.5K	0.01%	798
2018 Q3	$198K	Buy	13,297 +4,002	+43%	+$58.7K	0.01%	1087
2018 Q2	$137K	Buy	9,295 +6,445	+226%	+$95.9K	0.01%	1304
2018 Q1	$40K	Hold	2,850	–	–	﹤0.01%	1949
2017 Q4	$40K	Buy	2,850 +750	+36%	+$10.9K	﹤0.01%	1970
2017 Q3	$30K	Hold	2,100	–	–	﹤0.01%	2340
2017 Q2	$29K	Hold	2,100	–	–	﹤0.01%	2344
2017 Q1	$30K	Hold	2,100	–	–	﹤0.01%	2238
2016 Q4	$30K	Hold	2,100	–	–	﹤0.01%	2200
2016 Q3	$31K	Hold	2,100	–	–	﹤0.01%	2132
2016 Q2	$31K	Sell	2,100 -13,895	-87%	-$198K	﹤0.01%	2058
2016 Q1	$246K	Buy	15,995 +13,895	+662%	+$191K	0.03%	421
2015 Q4	$29K	Buy	+2,100	New	+$28.7K	﹤0.01%	1945

Other funds holding MPV

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

HAM

Hammer Asset Management Auburn, California $20.6M AUM 18.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

IFP Advisors's MPV Position: Q1 2019 in Review

IFP Advisors increased its Barings Participation Investors (MPV) stake by 0.71% in Q1 2019, buying an estimated $1.73K and bringing the position to 15,995 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #421.

IFP Advisors first reported a position in MPV in Q4 2015 and has held it in 14 quarters since. 32 funds tracked by Wall St. Rank hold MPV as of Q1 2019.

IFP Advisors held 15,995 shares of Barings Participation Investors worth $246K as of Q1 2019.
IFP Advisors bought 112 Barings Participation Investors shares in Q1 2019, an estimated $1.73K.
Barings Participation Investors made up 0.03% of IFP Advisors's portfolio in Q1 2019, its #421 holding.
IFP Advisors first reported a position in Barings Participation Investors in Q4 2015 and has held it in 14 quarters since.
32 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.