JIP
MCI

Jaffetilchin Investment Partners’s Barings Corporate Investors MCI Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-100
Closed -$1.99K – 897
2024
Q3 		$1.99K Buy
+100
New +$1.85K ﹤0.01% 1180

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 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 $5.64B AUM 18.33% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Jaffetilchin Investment Partners's MCI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Barings Corporate Investors (MCI) in Q4 2024, closing a stake of 100 shares — an estimated $1.99K sold.

Jaffetilchin Investment Partners first reported a position in MCI in Q3 2024 and held it in 1 quarter. The position peaked at $1.99K in Q3 2024. 64 funds tracked by Wall St. Rank hold MCI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Barings Corporate Investors position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 100 Barings Corporate Investors shares in Q4 2024, an estimated $1.99K.
  • Jaffetilchin Investment Partners first reported a position in Barings Corporate Investors in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Barings Corporate Investors position peaked at $1.99K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.